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

Learn how to automate lead management by integrating HubSpot CRM and Slack through Pabbly Connect. Follow this detailed tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your lead management process, access Pabbly Connect by typing the URL Pabbly.com/connect/ in your browser. You will land on the homepage where you can either sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore and test the automation features. If you are an existing user, simply log in to your account.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the ‘All Apps’ section and click on ‘Access Now’ under the Pabbly Connect option. From the dashboard, click on the ‘Create Workflow’ button to initiate a new automation.

• Provide a name for your workflow, such as ‘Create HubSpot Contact and Send Notification on Slack for Webhook Response’.
• Select a folder for organizing your workflow, for instance, ‘Automations for Lead Management’.
• Click on the ‘Create’ button to proceed.

This will open a blank workflow where you can set your trigger and action steps. Remember, the trigger initiates the workflow, while actions are the tasks that follow.

3. Setting Up the Trigger with Webhook

In the trigger step, select ‘Webhook by Pabbly’ as your trigger application. This allows you to capture lead responses from your form builder application. Choose ‘Webhook Preferred’ as the trigger event.

After selecting the trigger event, you will receive a unique webhook URL. Copy this URL and head to your form builder application to set up the webhook integration. Paste the URL in the webhook settings and save it.

• Navigate to the integrations section of your form builder application.
• Locate the webhook option and create a new webhook using the copied URL.
• Save the webhook settings to establish the connection.

Once the webhook is set up, return to Pabbly Connect, and you will see that it is waiting for a webhook response. Now, perform a test submission on your form to capture the lead details.

4. Action Steps to Create HubSpot Contact and Send Slack Notification

After receiving the webhook response, the next step is to create a contact in HubSpot. For this, select ‘HubSpot CRM’ as your action application and choose the action event as ‘Create Contact’.

You will need to connect your HubSpot account to Pabbly Connect. Click on ‘Add New Connection’ and log into your HubSpot account to grant permission. Once connected, you will map the lead details from the webhook response to the corresponding fields in HubSpot.

Map the email, first name, last name, and phone number fields using the dynamic data from the webhook response. Click on ‘Save and Send Test Request’ to create the contact in HubSpot. Verify that the contact has been successfully created in your HubSpot account.

Next, to send a notification to your Slack channel, select ‘Slack’ as the action application and choose ‘Send Channel Message’ as the action event. Again, connect your Slack account to Pabbly Connect and select the channel where you want to send the notification.

5. Finalizing the Integration and Testing

In the Slack action setup, you will enter the message format for the notification. Use dynamic fields to include lead details such as name, email, and phone number in the message.

After setting up the message, click on ‘Save and Send Test Request’ to send a test notification to your Slack channel. Check your Slack channel to confirm that the message has been received successfully.

Ensure that the message is clear and contains all necessary lead details. You can also customize the bot name and icon for better identification in Slack.

With this, your integration is complete! Every time a lead is submitted through your form, a new contact will be created in HubSpot and a notification will be sent to Slack, all automated through Pabbly Connect.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of creating HubSpot contacts and sending Slack notifications for new leads. This integration enhances efficiency and ensures timely follow-ups for your sales team.