Guide

How to automatically send Slack direct messages for each new form submission in HubSpot

Are you tired of spending hours manually sending direct messages to Slack for every new form submission in HubSpot? It's a time-consuming and error-prone task that requires constant monitoring of form submissions and manual input to notify team members via Slack. But what happens when you miss a significant lead or delayed response to a potential client? That's where Relay.app comes in to save the day! Relay.app is the ultimate solution for automating direct messages on Slack for every new form submission in HubSpot. With Relay.app, you no longer have to constantly check HubSpot for new form submissions and manually update your team on Slack. Relay.app streamlines your workflow, ensures timely communication, and keeps everyone in the loop without lifting a finger. In this guide, we'll show you how to set up this integration in four easy steps. Are you ready to optimize your response times, keep your team informed, and never miss a significant lead again? Let's get started with Relay.app!
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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 each new form submission in HubSpot," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “New form submission”

Add the HubSpot trigger to initiate your playbook's actions for each new form submission.

To do this, click "Add trigger" in your playbook. Select the "New form submission" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify new form submissions 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 about the new form submission 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 for each new form submission 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