How to Post Slack Messages for New HubSpot Contacts Using Pabbly Connect

Learn how to post Slack messages for new HubSpot contacts using Pabbly Connect. This detailed tutorial walks you through the integration process step-by-step. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and Slack Integration

To start posting Slack messages for new HubSpot contacts, you need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between HubSpot and Slack seamlessly. Begin by signing into your Pabbly Connect account.

Once logged in, click on the ‘Access Now’ button to reach the dashboard. Here, you can view your previous automations and create a new workflow by clicking the big blue ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Post Slack Messages for New HubSpot Contacts,’ and click on ‘Create’ to proceed.

2. Creating the Trigger for New HubSpot Contacts

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be HubSpot, and the event to choose is ‘New Contact Added.’ This means that every time a new contact is created in HubSpot, it will trigger the workflow.

To connect HubSpot with Pabbly Connect, click on the ‘Connect’ button and select ‘Add New Connection.’ You will need to authorize Pabbly Connect to access your HubSpot account. Choose the relevant HubSpot account and confirm your selection.

• Select the HubSpot account you want to connect.
• Authorize the connection to allow Pabbly Connect to access your HubSpot data.

Once connected, you can define the output properties you want to include in your Slack message. This typically includes the first name, last name, email, and phone number of the new contact.

3. Testing the Trigger Setup in Pabbly Connect

After configuring the trigger, it’s important to test it to ensure everything works correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to fetch the last created contact from HubSpot. Before running the test, create a new contact in HubSpot to ensure that the data is fresh.

Fill in the necessary details for the new contact in HubSpot, including first name, last name, email, and phone number. After saving the contact, return to Pabbly Connect and execute the test request. You should see the details of the newly created contact appear in the response.

• Create a new contact in HubSpot with all relevant details.
• Run the test in Pabbly Connect to ensure data is fetched correctly.

Once the test is successful, you can move on to the action step of sending a message to Slack.

4. Setting Up the Action to Post Messages in Slack

Now that the trigger is working, it’s time to set up the action in Slack using Pabbly Connect. Choose Slack as your action application and select the event ‘Send Channel Message.’ Click on ‘Connect’ and authorize Pabbly Connect to access your Slack account.

When prompted, you will need to specify whether you want to send the message as a user or a bot. For this example, select ‘bot’ to send messages without an image. After connecting, select the channel where you want the message to be sent, such as ‘General.’ You can then customize your message to include the new contact’s details.

Select the Slack channel to which you want to send the message. Map the fields from HubSpot (name, phone number, email) into your Slack message.

Once you have set up the message, click on ‘Save and Send Test Request’ to send a test message to the selected Slack channel. If successful, you will see the message appear in your Slack channel confirming that the integration has been completed.

5. Verifying the Integration in Slack

To ensure that everything is functioning as expected, check your Slack channel after sending the test message through Pabbly Connect. You should see the newly created contact’s details displayed in the message format you specified.

This verification step confirms that every time a new contact is added in HubSpot, a corresponding message will be sent to your Slack channel automatically. This integration streamlines communication and ensures your team is always updated with new contacts.

With the successful integration of HubSpot and Slack via Pabbly Connect, you can now manage your contacts efficiently and keep your team informed. Should you wish to explore further integrations, Pabbly Connect offers a wide array of options to connect various applications seamlessly.

Conclusion

In this tutorial, we explored how to post Slack messages for new HubSpot contacts using Pabbly Connect. By following these steps, you can automate notifications for new contacts, ensuring your team stays informed and responsive. This integration enhances productivity and improves communication within your organization.