How to add a new user to Slack channel for a new message received in HubSpot

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "Message received" under HubSpot. Then, select the inbox. If this is your first time using a HubSpot integration in Relay.app, you'll be prompted to connect your HubSpot account.

Now, every time a message is received in HubSpot, your playbook will run automatically.

Integrate the Slack automation into your playbook to ensure the prompt adding of a new user on Slack channels when a new message has been received in HubSpot.

Click the "Add step" button, then locate the "Add to channel" automation for Slack and input the mandatory and relevant details.

If your Slack account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account

Activating your playbook is the final step to automate the addition of a new user on Slack channels. Once turned on, it will respond to each newly received message in HubSpot by adding a new user to the Slack channel without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.