Automate HubSpot Deal Information to Slack with Pabbly Connect

Learn how to send HubSpot deal information to Slack automatically using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for HubSpot and Slack Integration

To start sending HubSpot deal information to Slack automatically, first access Pabbly Connect. Visit the URL www.Pabbly.com/connect to reach the landing page.

If you are a new user, sign up for free, which takes less than two minutes. Existing users can simply sign in. Once logged in, you will see the all apps page. Click on ‘Access Now’ to proceed to the dashboard.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, look for the blue tab labeled ‘Create Workflow’ and click on it. This will prompt you to name your workflow. using Pabbly Connect

For this integration, name your workflow something like ‘HubSpot to Slack Integration’. After naming your workflow, click on the ‘Create’ button. You will now see options for triggers and actions, which are essential for automation.

3. Set Up HubSpot as the Trigger Application

To send HubSpot deal information to Slack, first, set HubSpot as the trigger application in Pabbly Connect. Click on ‘HubSpot CRM’ and select the trigger event as ‘New Deal Added’.

Next, click on ‘Connect’ and then on ‘Add New Connection’. You will be prompted to authorize your HubSpot account. After successfully connecting, select the output properties you want to send to Slack, such as deal name, priority, close date, and amount.

• Deal Name
• Priority
• Close Date
• Deal Amount

After selecting these properties, click on ‘Save and Send Test Request’ to ensure the connection is working properly.

4. Format Date for Slack Message

After configuring the HubSpot trigger, the next step in Pabbly Connect involves formatting the close date for Slack. Choose the ‘Date Time Formatter’ application and select the action event as ‘Format Date with Time Zone’.

Map the close date from HubSpot and set the desired format to display in Slack. Click ‘Save and Send Test Request’ to confirm that the date is formatted correctly.

Now, you can proceed to share the formatted deal information on Slack. The formatted date will ensure clarity for your team members receiving the message.

5. Send Deal Information to Slack

For the final step, set Slack as the action application in Pabbly Connect. Choose the action event as ‘Send Channel Message’. Click on ‘Connect’ to link your Slack account.

After connecting, specify the channel where you want to send the message. For example, choose the ‘random’ channel. Compose your message including the deal name, close date, and priority. Use the mapped data from previous steps to ensure the message is informative.

• Hello, [Deal Name]!
• Details regarding the deal:
• Close Date: [Formatted Close Date]
• Priority: [Deal Priority]

Click ‘Save and Send Test Request’ to send the message. Check your Slack channel to confirm that the message has been received successfully.

Conclusion

In this tutorial, you learned how to automate the process of sending HubSpot deal information to Slack using Pabbly Connect. This integration not only saves time but ensures your team stays updated on important deal information automatically.