Picture a world where modern business tools like HubSpot and Slack don’t exist and where every sales lead, marketing update, and customer request requires manual handling. The scenario takes you back to the 1960s chaotic workplaces of the pre-digital age, accounting for the major chunk of manual work. HubSpot and Slack integration represent a quantum leap forward in eliminating those manual work processes. With Hubspot-Slack integration, modern workspaces are automated, seamless, and collaborative. Let’s find out more about this topic in the sections below. 

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Features of HubSpot-Slack Integration

1. Fast-track shortcuts: The primary feature of an integration is to save time and complete tasks more efficiently. HubSpot-Slack integration provides fastrack shortcuts such as:

1. Search/Create Tasks

2. Search/Create Companies
3. Search/Create Contacts
4. Search/Create Deals

2. Slash commands: HubSpot’s feature of Slash commands with Slack integration is quite useful for tasks like posting a ticket to a Slack channel, providing assistance with an IT ticket, etc. The feature only works for the public/private Slack channels where the HubSpot app is invited. Some of the Slash commands are:

1. Contact: /hs-search-contact
2. Company: /hs-search-company
3. Task: /hs-search-task
4. Ticket: /hs-search-ticket

3. Share to Slack Action: One of the major goals of integration is a single platform workspace, which eliminates the need to switch back and forth between platforms. HubSpot Slack integration allows you to share dashboards, emails, and reports to the specific Slack channel. This ultimately saves time and streamlines the workflow. 

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How to Integrate HubSpot with Slack?

The procedure for HubSpot-Slack integration is quite simple. Let’s get you onboarded with the process quickly.

Method 1: Native Integration via HubSpot App for Slack

1. Sign in to your HubSpot account. Go to the App Marketplace icon in your main navigation bar, search for the Slack integration, and click on it.

2. Click on the Install App icon in the top right corner.

3. Review the requested permissions and click Allow.

Then, you will be redirected back to HubSpot.

4. You will also receive an email from Slack confirming that you have installed HubSpot for your Slack workspace. Click on View in HubSpot.

Point to remember: If your emails are different for the HubSpot and Slack accounts, you need to manually verify your Slack email from HubSpot to finish the integration. Once you click on View in HubSpot, it will open in a new browser tab or window. 

Click on the warning icon next to the Slack icon. Verify your Slack email. 

Once your email is verified, go to Slack to confirm your email within the next 24 hours. 

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What Are the Key Benefits of Native HubSpot-Slack Integration?

• Time-saving automation: Instant Slack notifications for new leads, customer requests, etc., eliminate the need for manual back-and-forth switching between platforms. Multiple teams require seamless coordination, such as information about pending, completed, or delegated tasks. HubSpot-Slack integration enables them to do the same without switching their communication platform.
• Gain better visibility: With improved visibility into customer requests, the support team gains quick access to customer information. This helps to provide personalized support, ensuring none of the tickets are dropped or left unattended. It helps monitor customer engagement on a single platform and promptly respond to inquiries.‍
• Enhanced collaboration: The integration enables the support team to collaborate effectively with its data-sharing capabilities between Slack and HubSpot. The support team can share ticket details, ticket updates, customer information, and solutions directly in Slack. This makes the communication centralized and ensures better coordination. ‍
• Conversational ticketing hub: Agents can create HubSpot tickets directly from Slack conversations. They can turn Slack messages into HubSpot tickets and update ticket status as well. This reduces data overload through organized communication and updates.‍
• Real-time notifications: HubSpot Slack integration enables real-time notifications for HubSpot activities in Slack channels. The support team receives notifications for various activities, such as form submissions, task assignments, and reminders from HubSpot on Slack. The integration also allows the user to customize their notifications on several parameters such as ‘What you get notified about’.

“With Slack, employees have instant access to 2,500 people globally, all conspiring to help them. That feels right away like you’re part of a bigger picture that you belong.”

-Katie Burke, Chief People Officer, HubSpot

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What Are the Limitations of Native HubSpot-Slack Integration?

• Inability to update data - The integration allows you to analyze the data from HubSpot on Slack. However, you can’t update any data. The default CTA for any incoming message is ‘View in HubSpot’ only. For instance, a Slack channel dealing with booking tools will receive notifications regarding cancellations, rescheduling, etc. However, it doesn’t enable the support team to auto-update any other data, such as ‘consult date’. Therefore, the main use of integration is only for a real-time notification system.

• The hassle with reports - HubSpot reports, such as funnel of new deals, deal forecast, etc., need to be shared on Slack so the support team receives real-time updates on the key metrics. Moreover, the integration doesn’t allow the support team to share HubSpot reports to a shared Slack channel. The reports can only be shared on public Slack channels, accessible to all members of a Slack workspace. This puts a major limitation on the HubSpot-Slack integration.

• Necessitated switching between platforms - Many advanced ticketing features are only available directly within HubSpot, forcing the support team to switch from Slack. It makes the integration inefficient as the primary purpose is to provide a single platform for all automated tasks.

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Method 2: Integrating HubSpot with Slack via Zapier

This integration is efficient in automating workflow and ultimately improving the overall productivity. The procedure to integrate Hubspot Slack using Zapier is one of the easiest and takes very little to no time. Here are the steps to follow:

• Log in to your Zapier account.

• Set the trigger and the action. Your HubSpot Slack integration is done.

• You can customize your Zap by setting up additional filters. 

Note: Zapier provides 70+ Zaps template options to connect HubSpot and Slack. Here’s what you can do with this integration via Zapier:

1. Get Slack notifications for new HubSpot form submissions
2. Send Slack Channel messages for new social media messages in HubSpot
3. Send Channel messages in Slack for new HubSpot tickets
4. Send private channel messages in Slack for updated deal stages in HubSpot
5. Send Slack channel messages for new email events in HubSpot

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Advanced Features of HubSpot-Slack Integration Using Zapier

Here’s a list of tasks you can perform with this method:

• Send private messages on the channel whenever there is a deal stage update on HubSpot.
• Create Slack private channel messages when there’s a new contact update on HubSpot.
• When there’s a change in ticket property on HubSpot, the integration enables you to send Slack messages.
• Creating a new HubSpot ticket from Slack mentions eliminates the need to update every ticket manually.

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What Are the Limitations of HubSpot-Slack Integration with Zapier?

• Limited tasks for free users - Only 100 tasks are available monthly for free users. If you need to automate advanced workflows, the cost escalates rapidly. 

• Limited automation features - There are a limited number of Zaps automation templates available in HubSpot-Slack integration. You will need to switch between platforms for several tasks.

• API rate limit - HubSpot and Slack have their API rate limits. When extensive automation is done, Zap functionality is prone to be compromised. 

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ClearFeed’s HubSpot-Slack Integration

ClearFeed provides a seamless customer experience and enhances team collaboration. The integration bridges the gap between HubSpot and Slack, creating a workspace for centralized communication.

Key Features of ClearFeed’s HubSpot-Slack Integration

• Create Tickets from Slack: One can auto-create HubSpot tickets from Slack with ClearFeed integration. You just have to use a ticket emoji 🎫. 

• Collaborate on tickets in Slack: ClearFeed enables real-time communication between the customers and the support teams internally. The private discussion between the internal team is locked and not visible to the customer. It prevents back-and-forth switching of channels between the agents.

• AI-powered Virtual Agent: With a heavy influx of queries, the work for the support team gets overwhelming. ClearFeed’s HubSpot Slack integration reduces the workload by providing GPT-powered suggested answers to the support agents. The answer is curated on the basis of multiple knowledge sources and previous chats in Slack. The agent has the authority to accept or decline the suggested answer. This whole process is not visible to the customer, eliminating any sort of confusion.

Interested to know more about ClearFeed’s Slack-HubSpot integration? Book a demo with our team here and learn how we can help you scale customer support operations.

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FAQs

Q1) What authorization is required for HubSpot Slack integration?

You need administrative authorization in both HubSpot and Slack accounts to set up the integration. You need to authorize Slack to access HubSpot and vice-versa. Admin can also authorize access through the link provided.

Q2) Is HubSpot Slack integration free?

The integration does provide a free basic version. However, advanced automation features are only available to paid users. 

Q3) Can I create HubSpot tasks directly from Slack?

Yes, fast-track shortcuts and slash commands allow you to create tasks directly from Slack channels. You can use Slack’s real-time notifications to create new tasks as well. 

Q4) Can I post HubSpot notes to the Slack channel?

Yes, you can directly share the HubSpot note to the Slack channel, edited on a company record, using these two steps:

• Type the HubSpot Slack command /hs-search-company in the text box. Click on the (+) icon in the text box. Select Search with HubSpot.
• Using the dropdown menu, choose the record type (company, deal, task, ticket).

Q5) Can I connect multiple Slack accounts with one HubSpot account?

No, HubSpot Slack integration doesn’t allow integrating multiple Slack workspaces in one HubSpot account. Select the most relevant Slack workspace for your HubSpot activities to make the work hassle-free.