Integrate Slack and HubSpot CRM Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to share prospective client details on Slack and add them to HubSpot CRM using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sharing prospective client details on Slack and adding them to HubSpot CRM, you need to access Pabbly Connect. Begin by visiting the official Pabbly Connect website at pabbl.com. If you are a first-time user, click on the ‘Sign Up for Free’ button to create your account.

For existing users, simply click on ‘Sign In’. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. This will take you to the dashboard where you can create a new workflow for your integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for sharing prospective client details. Click on the plus sign and select ‘Create Workflow’. Name your workflow something like ‘Share Prospective Client Details on Slack and Add to CRM’ and click on ‘Create’.

• Click the plus sign to create a new workflow.
• Name your workflow appropriately.
• Choose the trigger application as Google Forms.

In the trigger window, select Google Forms as your application and set the trigger event to ‘New Response Received’. This will allow Pabbly Connect to capture responses from the Google Form you created for prospective clients.

3. Setting Up Google Forms with Pabbly Connect

To link Google Forms with Pabbly Connect, you need to set up a webhook. Follow the instructions provided in Pabbly Connect to set up the webhook URL in your Google Form. Make the last question of your form required to trigger the automation.

After setting up the webhook, submit a test response to your Google Form to ensure that the integration works. You will then link the Google Form responses to a Google Sheet, which will collect all the responses.

• Enable the last question as required in your Google Form.
• Link responses to a new Google Sheet.
• Refresh your Google Sheet after installing the Pabbly Connect add-on.

Once you have collected responses in the Google Sheet, proceed to set up the webhook in the Google Sheets add-on for Pabbly Connect to capture the data automatically.

4. Integrating Slack with Pabbly Connect

After setting up Google Forms, it’s time to integrate Slack using Pabbly Connect. In the action step, choose Slack as your application and select the action event ‘Send Channel Message’. Connect your Slack account by clicking on ‘Add New Connection’ and authorize Pabbly Connect to access your Slack workspace.

Once connected, select the channel where you want to share the prospective client details. You can create a new channel in Slack if needed. Enter the message text that will be sent to the channel, mapping the details from the Google Form response such as customer name, email, and requirement.

Choose the Slack channel for notifications. Map customer details from Google Forms to the message. Send a test message to verify the integration.

Once the test is successful, your Slack integration is complete, and your team will receive notifications whenever a new client fills out the form.

5. Adding Prospective Clients to HubSpot CRM

The final step is to add the prospective client details to HubSpot CRM using Pabbly Connect. In the action step, select HubSpot as your application and choose the action event ‘Create a Contact’. Connect your HubSpot account and authorize Pabbly Connect to access it.

Map the necessary details such as first name, last name, email address, and phone number from the Google Form response to the respective fields in HubSpot. Click on ‘Save and Send Test Request’ to create a new contact in your HubSpot CRM.

Map all required fields for HubSpot. Verify the contact creation in HubSpot after the test. Ensure all details are accurately captured.

Once the test is successful, your integration is complete, and you’ll see the new contact added in HubSpot CRM whenever a new form is filled out.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to share prospective client details on Slack and add them to HubSpot CRM. By setting up Google Forms, integrating with Slack, and adding details to HubSpot, you can automate your client onboarding process efficiently. This integration streamlines communication and ensures that your CRM is always updated with the latest client information.