How to Send HubSpot Deal Updates on Slack Channel Automatically Using Pabbly Connect

Learn how to automate sending HubSpot deal updates to a Slack channel using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To send HubSpot deal updates on a Slack channel automatically, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or creating an account if you’re a new user. This process is quick and provides you with 100 free tasks each month to explore the platform.

Once logged in, navigate to the dashboard where you can manage your workflows. Click on the Pabbly Connect option to proceed with creating your automation. This will set the stage for connecting HubSpot and Slack seamlessly.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the Pabbly Connect dashboard’s ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Send HubSpot CRM Deal Updates on Slack’ and select a folder for organization. Click on Create.

• Select HubSpot CRM as the trigger application.
• Choose the trigger event as ‘Deal Updated’.
• Click on Connect to establish a connection with HubSpot.

After connecting, you will need to select the output properties you want from HubSpot CRM. Choose properties like deal name, amount, and priority to ensure you get the necessary details in the response.

3. Testing the HubSpot Connection in Pabbly Connect

Once you have selected the output properties, click on Save and Send Test Request. This action will fetch the latest deal updates from HubSpot CRM. It’s important to note that HubSpot has a 10-minute polling time, so ensure you have updated a deal recently to get accurate responses.

After clicking the button, navigate to your HubSpot account and update a deal. Change the deal name, amount, or priority, and save the changes. Then return to Pabbly Connect and click on Save and Send Test Request again to retrieve the updated deal information.

4. Setting Up Slack Notification in Pabbly Connect

Now that you have successfully connected HubSpot, it’s time to set up Slack as the action application in Pabbly Connect. Click on Add Action Step and select Slack. Choose the action event as ‘Send Channel Message’.

Connect your Slack account by selecting Add New Connection. Enter the token type as Bot to allow sending messages to your Slack channel. After granting permission, select the channel where you want to send the updates, such as ‘HubSpot Deals’.

• Compose your message using mapped data from the HubSpot response.
• Include details like deal name and update date.
• Click on Save and Send Test Request to check if the message is sent successfully.

Once the test request is successful, you will see the message appear in your Slack channel, confirming that the integration works as intended.

5. Confirming Workflow Success and Further Testing

After setting up the Slack notification, it’s essential to confirm that your workflow in Pabbly Connect is functioning correctly. To do this, update another deal in HubSpot and wait for the 10-minute polling period.

After the waiting period, check your Slack channel for the new update message. If you see the message with the updated deal details, your workflow is successfully set up. This automation allows your team to stay informed about deal updates without manual intervention.

To summarize, using Pabbly Connect, you have integrated HubSpot and Slack effectively. This automation enhances communication and ensures your team is always updated on crucial deal changes.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending HubSpot deal updates to a Slack channel. This integration streamlines communication, ensuring your team receives timely updates without manual effort.