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

Learn how to automate sending subscriber details from HubSpot to Slack using Pabbly Connect. Follow our detailed guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate HubSpot and Slack, start by accessing Pabbly Connect. This platform allows you to automate tasks without needing coding skills. Simply go to the Pabbly website and sign in to your account.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation to send subscriber details from HubSpot to Slack.

2. Setting Up HubSpot Trigger in Pabbly Connect

In this section, you will set up HubSpot as the trigger app in Pabbly Connect. Click on the trigger window and select HubSpot as your app. Then, choose the trigger event as ‘New Contact Added’ to ensure that the integration activates whenever a new contact is created.

• Select HubSpot from the app options.
• Choose ‘New Contact Added’ as the trigger event.
• Connect your HubSpot account by entering the API key.

After entering the API key, click on ‘Save’ to connect HubSpot with Pabbly Connect. This setup will allow you to fetch the details of newly created contacts directly from HubSpot.

3. Creating a Contact in HubSpot

Next, you need to create a contact in HubSpot to test the integration. Go to your HubSpot dashboard and add a new contact. Fill in the necessary details, such as name, email, and job title. For example, create a contact named Lucy Pen with the email [email protected].

Once you have created the contact, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the details of the newly created contact, which will be used in the next steps.

4. Setting Up Slack Action in Pabbly Connect

Now that you have the HubSpot trigger set up, it’s time to configure Slack as the action app in Pabbly Connect. Select Slack from the app options and choose the action event as ‘Send Channel Message Without Image’. This allows you to send a message to a specific Slack channel when a new contact is added in HubSpot.

• Choose Slack as the action app.
• Select ‘Send Channel Message Without Image’ as the action event.
• Connect your Slack account and choose the channel to send messages.

After connecting your Slack account, you can customize the message format. Make sure to map the details fetched from HubSpot, such as the contact’s first name, last name, email, and job title. This ensures that your team members receive all relevant information about the new contact.

5. Testing the Integration Between HubSpot and Slack

With both HubSpot and Slack configured in Pabbly Connect, it’s time to test the integration. Create another new contact in HubSpot to see if the details are sent to Slack successfully. After creating the contact, go back to Pabbly Connect and click on ‘Save and Send Test Request’ again.

If everything is set up correctly, you will see a confirmation in Slack indicating that a new contact has been created. The message should include all the mapped details from HubSpot, ensuring your team members are informed instantly.

This integration streamlines communication and ensures that your team is always updated with the latest subscriber details without any manual effort. With Pabbly Connect, you can easily manage this workflow and even expand it to include more applications in the future.

Conclusion

In this tutorial, we detailed how to use Pabbly Connect to integrate HubSpot and Slack for sending subscriber details. By automating this process, you can ensure your team members receive timely updates on new contacts, enhancing communication and efficiency.