Guide

How to automatically send Slack direct messages every time there's a change in the status of a HubSpot ticket

Do you ever find yourself spending too much time manually sending Slack direct messages for every change in the status of a HubSpot ticket? It's not just time-consuming but can also be prone to human error. Team members may forget to send notifications or be timely in their updates, leading to miscommunication and delayed response times. Plus, manually composing messages for each status change can be a hassle, wasting valuable time and effort that would be better spent on other tasks. But what if I told you there's an automated solution that could handle notifications seamlessly? Relay.app. With Relay.app, you can automate the process and ensure that your team receives instant notifications via direct Slack messages whenever there's a change in ticket status. This seamless integration streamlines communication, allowing your team to stay on top of issues and take immediate action when necessary. Ultimately, it enhances productivity and teamwork, leading to better outcomes for your business. Ready to see how you can set up this integration in four easy steps? Keep reading, and we'll guide you through the process!
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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 for HubSpot ticket status changes," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “Ticket status changed”

Add the HubSpot trigger to initiate your playbook's actions whenever there is a change in the status of the ticket.

To do this, click "Add trigger" in your playbook. Select the "Ticket status changed" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly changed ticket status 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 whenever there is a change in the status of the HubSpot ticket.

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 there's a change in the status of a HubSpot ticket 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