Integrate Slack with HubSpot CRM

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Send a Slack alert and create a new Basecamp project when a high-value deal is created in HubSpot CRM

Instantly alert teams and fast-track onboarding for high-value deals, minimizing manual effort. This flow will send a Slack alert and create a Basecamp project whenever a high-value deal is created in HubSpot CRM.

How it works
1. A new deal is created in HubSpot CRM.
2. Zoho Flow will execute the following automatically:
            a. Send an alert message to a Slack channel.
            b. Create a new project in Basecamp.
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Send a Slack alert and create a new Basecamp project when a high-value deal is created in HubSpot CRM

HubSpot CRM + Slack + Basecamp 3

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Supported triggers and actions

Integrate Slack and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Message starred

Triggers when a message is starred

Channel created

Triggers when a new channel is created

Message posted to public channel

Triggers when a new message is posted to the selected public channel

Message posted to private channel

Triggers when a new message is posted to the selected private channel

User added

Triggers when a new user is added

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Email created

Triggers when a new email is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Meeting created

Triggers when a new meeting is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Send private channel message

Sends a message to the selected private channel

Update profile

Updates the profile information for the selected user

Set channel topic

Sets the topic for the selected channel

Create channel

Creates a new public channel

Fetch user - By name

Fetches the details of an existing user by name

Send direct message

Sends a direct message to the selected user

Fetch user - By username

Fetches the details of an existing user by username

Create reminder

Creates a new reminder

Send public channel message

Sends a message to the selected public channel

Fetch user - By ID

Fetches the details of an existing user by ID

Create company

Creates a new company

Create contact

Creates a new contact

Create task

Creates a new task

Create email

Creates a new email

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create meeting

Creates a new meeting

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

What is Slack?

Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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