How to automatically send Slack direct messages for every new message received 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 “Message received”

Add the HubSpot trigger to initiate your playbook's actions for every new message received.

To do this, click "Add trigger" in your playbook. Select the "Message received" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly received messages 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 for every new message received 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 for every new message received 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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