09.08.2018

Technical & Integrations

Have you integrated HubSpot with Slack?

7 min read

Andrea

If you’re reading this blog post, you’re probably using at least one of these tools – and if you’re using both, you’re probably interested in finding out more about how they can be used together.

In the event that you’ve somehow stumbled upon this blog post but are using neither, we use and highly recommend both, and they both have freemium products if you’re looking to get started!

 

So what is Slack?

Slack is a cloud-based set of ‘proprietary team collaboration tools and services’, designed to bring teams together and streamline activities. Within Slack you can create specific communication channels for your teams, projects and clients, as well as quickly and easily share files with your colleagues, allowing you to get things done with ease – and these are but a few examples!

If you’re already using HubSpot and Slack, the HubSpot and Slack integration announced earlier this year in May is something you should take advantage of. We announced the HubSpot and Slack integration when it came out because we are both keen ‘HubSpotters’ and ‘Slackers’ (our entire company uses both tools on a day-to-day basis). We were so excited we were shouting about it (metaphorically, of course) on our LinkedIn!

LinkedIn - Slack

 

But what can you gain from integrating the two platforms?

 

Create HubSpot tasks from within Slack

Have you ever sent a task to a colleague on Slack and then two days later realised you haven’t received a response on its progress and have completely forgotten to follow up on it? Well now you can conveniently create a task from any Slack message.

You can do this by hovering over any message on Slack and clicking on ‘Add a task’.

 

HubSpot Slack Integration Task Example

Having clicked on the ‘Add a task’ button, you’ll be presented with a task window with similar fields to the ‘Create task’ function in HubSpot. Slack will automatically pull the content of the message into the ‘Task details’ field where you can edit it if necessary. From there, you can add the rest:

Task title: The title of the blog;

Due date: Friday in this example;

Assigned to: Whoever has been assigned to the task.

And after you save, it’s added directly to your list of tasks in HubSpot!

 

Add a task HubSpot Slack

 

Receive HubSpot notifications as slack messages

Notifications for leads coming in? Yes, please!

While HubSpot notifies you of form submissions via email, these notifications can easily get lost in your inbox – or you just might not see them in time.

If you get an enquiry, it’s safe to say the sooner you respond, the better. The odds of making a successful contact with a lead are 100 times greater when a contact attempt occurs within 5 minutes, compared to 30 minutes after the lead was submitted. Leads want vital information at the moment of contact, so the sooner you provide them with it, the better!

And this is where the HubSpot and Slack integration comes in handy!

When you install the integration, you get a new contact in Slack called the ‘HubSpot bot’. You can set it up to notify you (in real-time) of various HubSpot activities, such as when you receive a contact that you’re set up to be the ‘Contact Owner’ of. The list of activities the bot can notify you of is long – but below are just a few examples of notifications you can choose to receive:

Slack Integration notifications preferences

 

Use Slack commands to fetch HubSpot information

The HubSpot bot also allows you to use slash commands. These commands help you to find links or information stored in HubSpot via Slack. Think of them like shortcuts. You can see your available commands by typing a forward slash (/) in Slack and scrolling down to the list of HubSpot options.

For example, you can search for a HubSpot contact directly through Slack using the following slash command: ‘/hs-search-contact’.

It will find a contact with that name that you can then see for yourself and/or share with someone.

HubSpot Contact Command

 

Should you integrate your HubSpot with Slack?

With disconnected tools, sales reps find themselves spending a lot of time doing repetitive manual tasks like data entry and writing emails from scratch. The 2018 State of Inbound survey found that 32% of salespeople are spending an hour or more on data entry each and every day. (Source: HubSpot, 2017) As HubSpot states, “software should exist to help minimize that time spent, not create extra steps”. By connecting tools your team already use, such as HubSpot and Slack, both marketing and sales professionals can spend their time way more efficiently and focus on what’s most important: building great, long-lasting relationships with clients and prospects.

You can find out more about setting up HubSpot here.

Looking for integration support?

Learn about our integrations now

Latest Insights

Service & CX

18 min read

Comprehensive Guide to Website Accessibility with HubSpot CMS

In this article, we explore the importance of making accessibility a priority in UX design & how it can transform how we design digital products.

Read more

Sales & CRM

25 min read

Global HubSpot implementation strategies for multinational success

Explore best practices for implementing HubSpot across different countries and discover the importance of a global HubSpot implementation strategies.

Read more

Marketing & Growth

19 min read

Essential HubSpot workflows you should implement today (July 2024)

HubSpot workflows are the perfect way to automate professional processes. We unpack our favourite HubSpot workflows to showcase how useful they are.

Read more

Marketing & Growth

24 min read

Your guide to building multi-language websites in HubSpot

Explore how to create multilingual websites in HubSpot Content Hub, how best to use them, and best practices for maximising their impact.

Read more

Sales & CRM

91 min read

The true cost of HubSpot: Exploring HubSpot's Total Cost of Ownership

This guide takes a look at the total cost of ownership (TCO) of HubSpot as well as the TCO of Marketing Hub, Sales Hub, Service Hub and Content Hub.

Read more

Sales & CRM

20 min read

HubSpot HIPAA compliance: everything you need to know

Explore HubSpot's HIPAA compliance. We cover the basics of HIPAA, challenges HubSpot faced, and HubSpot's new tools to meet compliance requirements.

Read more

Marketing & Growth

21 min read

Enhancing your marketing processes with HubSpot AI

Learn how you can integrate HubSpot’s AI assistants into your marketing processes to optimise your efforts and supercharge efficiency. 

Read more

Sales & CRM

17 min read

How to plan for a successful HubSpot Implementation

Key aspects of planning and managing HubSpot implementation. We'll guide you through every step to ensure a successful HubSpot implementation.

Read more

Marketing & Growth

10 min read

Why it might be time to consolidate marketing agencies

Learn why & when to consolidate your marketing efforts with an agency specialising in strategy, creative solutions & technical expertise.

Read more

Technical & Integrations

5 min read

HubSpot’s cookie consent banner update: What you need to know

HubSpot is updating its cookie consent banner to version 2 on July 5, 2024. Here’s what you need to know about the update & how to prepare for it.

Read more