Guide

How to automatically send Slack direct messages every time a deal is updated in HubSpot

Have you ever felt like you're always one step behind your team regarding deal updates in HubSpot? It can be like juggling a dozen balls simultaneously, with changes happening left and right. And keep me from getting started on the headaches that come with manually sending Slack direct messages for each update! It's time-consuming, error-prone, and overwhelming, especially as your team grows and deals multiply. But what if I told you there's a better way? A way to automate the entire notification process so you can stay on top of the latest developments without lifting a finger? Enter Relay.app - the ultimate solution for effortless communication. With Relay.app, you can bid farewell to the frustration of missed updates and delayed communication and say hello to real-time Slack direct messages for every deal update in HubSpot. That's right - no more scrambling to keep everyone informed or worrying about human error. Relay.app takes care of everything, so you can focus on what matters - closing more deals and collaborating seamlessly with your team. Want to know how to set up this game-changing integration in just four easy steps? Keep reading, my friend! We've got you covered.
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1

Create your Relay.app playbook

To start coordinating your workflow between HubSpot and Slack, you must set up specific steps.

Firstly, sign up for Relay.app and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Send Slack DMs every time a deal is updated in HubSpot," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “Deal changed”

Add the HubSpot trigger to initiate your playbook's actions every time a deal is changed.

To do this, click "Add trigger" in your playbook. Select the "Deal changed" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly changed deals and trigger necessary actions.

If you still need to connect your HubSpot account to Relay.app, a prompt will guide you through the connection process.

3

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates every time a deal is changed in HubSpot.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

4

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages every time a deal is changed in HubSpot without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Get started with Relay.app

Sign up now and get started with your playbook today