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How to Connect HubSpot and Slack

Connecting HubSpot and Slack helps your teams stay aligned without living in the CRM all day. You can receive deal updates, form submissions, ticket activity and internal notifications directly in Slack, so nothing gets missed and response times improve. This article walks through what the integration does, how to connect it, and common use cases.

 

What the HubSpot–Slack Integration Does

Once connected, HubSpot can send notifications to Slack channels or users when key events happen, such as:

  • New leads or form submissions

  • Deal stage changes

  • Tickets created or updated

  • Mentions and internal notes

  • Workflow-driven alerts

You can also take limited actions from Slack, like replying to notifications or opening records directly in HubSpot.

What You Need Before You Start

Before connecting HubSpot and Slack, make sure you have:

  • Super Admin access in HubSpot

  • Admin permissions in the Slack workspace

  • A clear idea of which teams and channels should receive notifications

If you skip the planning step, Slack can get noisy very quickly.

How to Connect HubSpot and Slack

Step 1: Install the Slack App in HubSpot

  1. Log into HubSpot

  2. Go to Settings

  3. Navigate to Integrations > Connected apps

  4. Search for Slack

  5. Click Install app

Step 2: Authorise Slack

  1. Choose the Slack workspace you want to connect

  2. Approve the permissions requested

  3. Confirm the connection

Once authorised, HubSpot and Slack are linked.

Configuring Notifications

Connecting Slack Channels

You can connect individual Slack channels to HubSpot so they can receive notifications.

  1. In HubSpot, go to Settings > Integrations > Slack

  2. Select Channel connections

  3. Choose the Slack channel

  4. Decide what types of notifications the channel should receive

Examples:

  • Sales deals channel gets deal stage updates

  • Marketing channel gets new form submissions

  • Support channel gets new tickets and escalations

Using HubSpot Workflows with Slack

For more control, use HubSpot workflows to trigger Slack notifications.

Common workflow use cases:

  • Notify sales when a deal moves to “Decision maker bought in”

  • Alert customer success when a ticket becomes high priority

  • Ping a manager when a deal is stuck in a stage for too long

To do this:

  1. Create or edit a workflow

  2. Add the action Send Slack notification

  3. Choose the channel or user

  4. Customise the message using HubSpot properties

This is the best way to keep Slack useful rather than overwhelming.

Best Practices

  • Keep notifications focused on actions, not information

  • Use separate Slack channels for sales, marketing and service

  • Avoid sending every update to one channel

  • Review notifications monthly and switch off anything that is not driving action

Slack should support decision making, not distract teams from it.

Common Issues and Troubleshooting

Notifications not appearing

  • Check the Slack channel is connected

  • Confirm the workflow is switched on

  • Make sure the Slack app is still authorised

Too many notifications

  • Review workflow triggers

  • Limit alerts to meaningful stage changes or priorities

  • Remove low-value events like minor property updates

When to Go Further

The native integration is powerful, but limited. If you need:

  • Two-way data syncing

  • Advanced approvals

  • Custom Slack commands tied to HubSpot actions

You may need a more advanced setup using APIs or middleware.

If you want help designing this properly, this is exactly the kind of thing we do at HAKE Digital. We will make sure Slack and HubSpot work together in a way that actually supports your teams.