When teams don’t get updates in time, important details get missed, and warm deals might go cold. Speed matters. Immediate access to information helps your team act faster, collaborate more effectively, and stay ahead of the competition. Real-time communication has become a core part of how teams work effectively; it’s no longer optional.
HubSpot tracks your leads, deals, and customer interactions. It’s your central CRM for managing sales and marketing. Slack, on the other hand, is the go-to platform for team communication, keeping everything organized in channels for quick, easy collaboration. But when you connect the two, you unlock the full potential of both: Slack gives you fast updates from HubSpot, and HubSpot provides the context your team needs to act quickly and accurately in Slack.
This blog breaks down how integrating Slack and HubSpot helps teams work better together. You’ll see how real-time alerts and updates can reduce delays, cut back on tool-switching, and keep Sales, Marketing, and Customer Service on the same page. By the end, you’ll know how to use the integration to stay on top of tasks, avoid missed updates, and move faster as a team.
What Is Slack?
Slack is a business messaging app built around the way teams work: in conversations. It organizes conversations into channels based on teams, topics, or projects, and allows direct messaging between teammates. Unlike email, it’s fast, focused, and easy to search.
Why Slack Works for Teams
Slack replaces long email threads with organized, real-time conversations. It’s lighter, faster, and more collaborative, making it easier to stay updated.
Channels for Organization: Channels group conversations by team, project, or client, keeping everything visible and easy to access.
Direct Messages for Quick Chats: Use DMs for quick check-ins or sharing links without interrupting the main conversation.
App Integrations: Connect tools like Google Drive or HubSpot to bring updates directly into Slack, so teams don’t have to jump between apps.
Automated Workflows: Set up shortcuts or auto-messages, like reminders or approvals, to save time.
Why Connect Slack and HubSpot?
Connecting Slack to HubSpot turns Slack into a hub for real-time updates on customer activity.
HubSpot Alerts in Slack: Get notifications for lead assignments, deal changes, and other updates directly in Slack. No need to switch apps.
Reply to Customers in Slack: Support teams can respond to live chats in Slack, with all messages synced to HubSpot.
Create Tasks from Slack: Convert messages into tasks or tickets in HubSpot without leaving Slack.
Link Slack Channels to Deals: Create a Slack channel for a specific deal to keep everyone in sync with all the context.
Marketing Teams Share Updates: Post reports and campaign metrics in Slack automatically to keep teams updated on performance.
Support Teams Stay Aligned: Receive ticket alerts and update statuses in Slack to ensure smooth communication.
Sales Reps Celebrate Wins: Use workflows to share closed deals in the sales channel for quick recognition and visibility.
Cut Down on App-Switching: Get updates from HubSpot directly in Slack, reducing the need to check multiple platforms.
These features create a smoother, faster way to work together. In the following sections, we’ll break down how this integration helps each team stay aligned and move quickly.
How Slack and HubSpot Help Your Sales Team
Sales is fast-paced, and staying on top of leads, deals, and follow-ups is crucial. Here’s how Slack and HubSpot integration keeps your sales team on track.
Get Notified Instantly When New Leads Come In
When a new lead fills out a form or books a meeting, sales gets an immediate notification in Slack. There’s no need to check HubSpot all day because your team can act on fresh leads while they’re still engaged.
Track Deal Stage Changes Without Refreshing the CRM
Set up Slack alerts for deal stage changes, like when a deal moves from “Demo Scheduled” to “Contract Sent.” This keeps everyone informed without needing to log into HubSpot constantly.
Keep Deal Conversations in One Place
Connect specific Slack channels to HubSpot deals. This allows your team to track updates, notes, and next steps for important deals all in one place, saving time searching through emails or asking for updates. You can even create these Slack channels directly from the HubSpot deal page.
Convert Slack Messages Into Follow-Ups
When key information comes up in Slack, like a verbal agreement or a concern, convert it into a task or note in HubSpot right from the message. It keeps the context locked in, right when it’s said, without adding another tab to your browser or another item to your to-do list.
Keep Your Team’s Wins Visible and Celebrated
Use HubSpot automation to push a message to Slack when a deal is marked as closed. It’s a small thing, but it keeps the team informed and boosts morale when everyone sees progress happening in real-time.
Pull Up Deal Info Without Leaving the Chat
Use Slack commands to quickly access deal details without leaving the conversation. You can even create new records on the fly, so there’s no need to switch to HubSpot in the middle of a chat.
How Slack and HubSpot Help Your Marketing Team
Marketing moves fast. Instead of checking dashboards all day or waiting for weekly updates, the Slack and HubSpot integration keeps you in the loop while campaigns are live.
Get Instant Campaign Results Without Logging Into HubSpot
Slack delivers campaign performance updates, like email open rates and form conversions, directly into your marketing channels. This lets your team make real-time decisions and adjust campaigns while they’re still active.
Know the Moment a Lead Comes In
When a lead submits a form, you get an instant Slack alert, so no need to search HubSpot for the information. That alert is a cue to act. It could mean kicking off a nurture sequence, tagging a sales rep, or updating a lead list while the contact’s still engaged.
Share Emails and Dashboards Where Conversations Happen
Post marketing emails and dashboards in Slack to review as a team. It helps the team catch issues, align on tone, or spot opportunities you might have missed without needing HubSpot access.
Turn Feedback Into Tasks Without Losing the Thread
Turn Slack comments into HubSpot tasks with a click. If someone flags a typo in an email or asks for a campaign tweak, you can turn that message into a HubSpot task or note, so everything stays organized and tied to the right project.
Use Slack as a Central Hub for Campaign Feedback
Slack becomes the place for campaign feedback, keeping your team aligned on progress, wins, and concerns. This integration ensures that conversations stay data-driven and focused on results.
Customize Alerts by Role or Channel
Filter notifications by relevance, like only showing lead alerts to the marketing team, so the right people see the right info.
How Slack and HubSpot Help Your Customer Service Team
Support teams don’t have time to bounce between tabs or chase updates. This integration brings ticket updates into Slack so support teams don’t have to chase them down.
Get Notified When a Ticket Is Created
As soon as a customer submits a ticket in HubSpot, your team gets a Slack alert. No one has to refresh the inbox or check HubSpot manually. This is especially useful during off-hours or peak volume.
Track Ticket Progress Without Switching Tabs
Each stage change (Open, In Progress, Resolved) shows up in Slack. Everyone stays informed, whether they’re jumping in to help or just need to know what’s happening. It’s especially useful when multiple agents or departments are involved in the resolution.
Reply to Live Chat From Slack
When someone starts a live chat, you’ll get a Slack notification. You can reply directly in the thread, and the conversation gets logged in HubSpot automatically.
Create Tickets From Slack Messages
If a teammate mentions a bug or issue, turn that message into a HubSpot ticket in one click. This keeps context intact and ensures the issue is tracked in the right place from the start.
Look Up Tickets From Slack
Use Slack shortcuts to search for existing tickets or customer issues. If you need to check if something’s already been reported, you can do it without opening HubSpot. It saves time, avoids duplicate work, and gives agents a quick background before replying.
Sync Comments Between HubSpot and Slack
When tickets are linked to Slack threads, internal notes can sync between both tools. If someone shares important context in Slack, it gets recorded in HubSpot, too.
Step-by-Step: How to Set Up HubSpot and Slack Integration
You don’t need to be technical to set this up. But there are a few things to check before you get started. Here’s what to prepare and how to get the integration working properly:
What You’ll Need Before You Start
Admin access in both tools: You must be a HubSpot super admin (or have App Marketplace permissions) and a Slack workspace admin. Without the right access, you’ll run into setup issues.
Matching email addresses: Your HubSpot and Slack emails need to match. If they don’t, you’ll be asked to verify manually. This step links your activity across both tools, so tasks and alerts go to the right person.
Only one Slack workspace per HubSpot account: If your company uses multiple Slack workspaces, choose the one where notifications will be most useful. You can’t connect more than one.
Connect Slack via the HubSpot App Marketplace
To get started with the integration, you’ll need to connect Slack and HubSpot through the App Marketplace. This sets the foundation for sending and receiving real-time updates between the two platforms.
In HubSpot, click the Marketplace icon and select App Marketplace.
Search for “Slack” and click Install App.
Review the permissions and click Allow
You’ll be redirected back to HubSpot, and Slack will send a confirmation email.
After this, the integration is live; you can now set up triggers and notifications.
Connect Slack via the HubSpot Conversations Inbox (Optional)
This is helpful if your team manages messages from a shared inbox in HubSpot.
Go to Settings > Inbox > Inboxes.
Choose your shared inbox.
Under Collaboration Integrations, click Connect Slack.
Pick a Slack channel to receive new message alerts.
This works well for handling live chat or general inquiries.
Map Your HubSpot and Slack Emails
If your emails don’t match, HubSpot will flag them. You’ll either get an email or see a message inside HubSpot prompting you to verify.
Enter your Slack email in HubSpot.
Click Verify in Slack.
Slack will send you a message from the HubSpot app. Click to confirm
This step makes sure HubSpot knows who you are across both platforms, so alerts, tasks, and mentions go to the right person.
Advanced HubSpot and Slack Features You Might Not Know About
Once HubSpot and Slack are connected, you can do more than just get alerts. These features help reduce tool-switching and keep work moving.
Use Shortcuts and Slash Commands in Slack
Skip logging into HubSpot for quick lookups. Use commands like /hs-search-deal, /hs-search-contact, or other slash commands to find records directly in Slack. You can also create contacts, deals, tasks, or tickets using the Run Shortcut button. This is helpful when you’re mid-conversation and need info or want to log something on the spot.
| Action | Slash Command |
|---|---|
| Search for a Contact | /hs-search-contact |
| Search for a Company | /hs-search-company |
| Search for a Deal | /hs-search-deal |
| Search for a Deal Assigned to You | /hs-search-my-deal |
| Search for a Task | /hs-search-task |
| Search for a Ticket | /hs-search-ticket |
| Search for a Playbook | /hs-search-playbook |
| Search for a Knowledge Base Article | /hs-search-kb |
| Set Availability Status for Live Chat | /hs-chat-away or /hs-chat-available |
| Provide HubSpot with Feedback about the Integration | /hs-feedback |
See Real-Time CRM Activity in Slack
Get alerts for form submissions, deal updates, @mentions, document views, calls, and task reminders. This keeps RevOps, sales, or support teams in the loop, so there is no need to check the CRM manually.
Map HubSpot Users to Slack Users
If users aren’t mapped, alerts and mentions won’t reach the right person. Make sure everyone is linked to avoid issues with private channel alerts or syncing replies. Mapping ensures notifications land where they should, and sync back to the right thread in HubSpot.
Tips for Getting the Most Out of Your Slack and HubSpot Integration
Connecting HubSpot and Slack is easy. The hard part is making sure the alerts stay useful and don’t overwhelm your team.
Customize Notifications to Cut Down the Noise
Decide which updates actually need attention. Focus on things like new tickets, deal stage changes, or SQLs, not every little action.
Use HubSpot workflows or notification settings to send alerts only when they meet certain conditions. You can also adjust Slack preferences or mute channels that aren’t relevant.
Set Up Channels With a Clear Purpose
Don’t send everything to one channel. Created dedicated channels like #sales-deals, #support-tickets, #form-submissions, or #customer-feedback. This helps people find what matters to them and ignore the rest.
You can also create private channels for sensitive alerts, like deal desk updates or escalations. For example, create a workflow that only alerts the account team when a high-value deal hits a certain stage.
Use Slack Features to Highlight Key Info
Pin messages to keep key alerts visible. Or set reminders for follow-up if something can’t be handled right away.
Use emoji reactions to signal status: ✅ for seen, 👀 for reviewing. It’s a quick way to stay aligned without adding noise.
Empower Your Team with Real-Time Collaboration
With HubSpot and Slack connected, your team doesn’t have to wait for updates because they get them right where they’re already working. A lead submits a form? Sales sees it in Slack. Marketing can share campaign results without sending a recap. Support gets notified the moment a ticket is created.
This doesn’t require new tools or a big process change. What it does is speed up how your team responds to what’s already happening. Instead of refreshing tabs or chasing down updates, information shows up right in Slack, where your team is already working and paying attention.
But for it to work, you need to be intentional. If everyone gets every alert, they’ll stop paying attention. So it’s worth taking the time to map alerts by team, set up focused channels, and begin with one clear use case, whether it’s deal updates, ticket assignments, or something else that’s already slowing your team down.
If your team is missing things or responding too late, Slack and HubSpot can close that gap, not by adding noise, but by improving visibility. And if you’re unsure where to begin, keep it simple. Start with the alert your team wishes they had yesterday. That’s your starting point.
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Frequently Asked Questions (FAQs)
Can I connect more than one Slack workspace to HubSpot?
No. HubSpot only supports one Slack workspace per account. If you use multiple workspaces, pick the one that will get the most value, or consider consolidating.
Is it secure to share customer info in Slack?
Slack isn’t built to be a CRM, so avoid putting sensitive or regulated customer data in channels. Use it to reference HubSpot records instead of pasting full details in messages. Keep Slack high-level and actionable.
Does this integration replace emails or HubSpot tasks?
No. Think of Slack as your notification layer; it helps you act quickly but doesn’t replace follow-ups, pipelines, or campaigns. You’ll still use HubSpot for full context and execution.
What if we use Microsoft Teams instead of Slack?
HubSpot also integrates with Microsoft Teams, but the setup and feature set are different. Check HubSpot’s App Marketplace for what’s available.
Can I use this integration with HubSpot’s free tools?
Yes. You’ll get some basic functionality, like notifications and Slack shortcuts. However, workflow-based alerts require a paid HubSpot plan (usually Marketing, Sales, or Service Hub Pro and above).
