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

Relay.app is an automation tool that lets you automate actions across HubSpot, Slack, and many other apps.
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1

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.

2

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.

3

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.

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Automatically Send Slack messages to a channel for every change in your HubSpot deals

In today's fast-paced business world, keeping up with your HubSpot deals is crucial to drive success and maximize opportunities. However, with so many tasks vying for your attention, it's easy to miss important updates that could make or break a deal. But what if we told you that there's a tool that can help you stay on top of your game? Enter Relay.app - your ultimate solution to never missing a deal update again! Picture a world where you don't have to worry about keeping tabs on your HubSpot dashboard or frantically searching through emails for critical notifications. With Relay.app, you can automate notifications in Slack for every change in your HubSpot deals, providing instant alerts that ensure you're always in the loop. Whether it's a status change, a new deal added to your pipeline, or an important update from a team member, Relay.app delivers the information you need, when you need it, directly to your Slack workspace. Relay.app fosters seamless communication and transparency among team members, enabling everyone to stay on the same page and work together more effectively towards shared goals. Don't let missed deal updates hold you back. Empower your team with Relay.app and take control of your HubSpot deal management like never before. Sign up today and experience the power of automated notifications in Slack. And the best part? Setting up this integration is super easy - we'll guide you through it in four steps!

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