HubSpot And Slack Integration
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The document outlines the integration between HubSpot CRM and Slack, allowing users to turn Slack messages into HubSpot tasks, receive notifications, and keep both platforms synchronized. It details steps to create a Zapier flow that connects both applications for automatic updates and reminders. Overall, this integration enhances productivity by streamlining communication and task management across the two platforms.
HubSpot And Slack Integration
- 1. HubSpot & Slack Integration cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 2. ❏ Turn Slack messages into a HubSpot task or ticket. ❏ Use slash commands to search or post info from HubSpot. ❏ Get HubSpot notifications in Slack. ❏ Send Slack notifications through HubSpot workflow. Benefits of HubSpot CRM And Slack Integration cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 3. ❏ Whenever we create a contact in HubSpot CRM, it should give a reminder in particular selected channel of Slack. ❏ Whenever we create a task in Slack, it should get updated in HubSpot. Project Overview cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 4. Login to Slack Login to Zapier Create a flow Login to HubSpot CRM HubSpot as well as Slack updated vice versa Our Solutions cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 5. Log in to your HubSpot CRM Log in to your Slack account Log in to your Zapier account Choose app and event account. Set up the trigger and test the trigger. In trigger, select HubSpot and in action select Slack. Choose app and event, account. Setup the action and test the action. Activate the flow Steps To Integrate HubSpot CRM With Slack cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 6. Steps To Create A Flow And Sync Data Between The Following cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 7. Step 1: Log in to HubSpot CRM and Slack. Log in to Zapier in order to make integration between HubSpot and Slack. Step 2: Choose the app you want to be in trigger and action respectively. cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 8. Step 3: Choose app, account. Meanwhile set up and test the trigger. cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 9. Step 4: Choose app, account. Meanwhile set up and test the action. cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 10. Step 4: Our Flow looks like this now. cloud.analogy info@cloudanalogy.com +1(415)830-3899
- 11. cloud.analogy info@cloudanalogy.com +1(415)830-3899 While creating the zap flow, we have to make the connection. While connecting HubSpot to Slack, we select the triggers, actions, and save the flow. When we will turn on the flow, it will automatically update the Slack channel that we’ve connected. Slso when it creates task in slack, it will get reflected in Hubspot. Conclusion
- 12. Thank You cloud.analogy info@cloudanalogy.com +1(415)830-3899