Guide

How to automatically send Slack direct messages for every new message received in HubSpot

Are you tired of manually sending direct messages to Slack for every new message received in HubSpot? It can be a tedious and time-consuming task, not to mention prone to errors and delays. With the sheer volume of messages inundating HubSpot, it's easy to miss notifications or have incomplete communication. And let's face it, relying on manual notifications leaves room for human error, risking inconsistencies in message delivery and team alignment. But don't worry, there's a solution! Introducing Relay.app - the automated solution that can alleviate all these challenges and ensure seamless communication and timely updates without manual intervention. With Relay.app, you can effortlessly bridge the gap between HubSpot and Slack, providing a smooth communication flow. You'll never have to worry about missing a beat or experiencing lapses in critical information dissemination. In this guide, we'll show you how to set up this integration in just four easy steps. Get ready to say goodbye to manual notifications and hello to a more efficient workflow 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 every new message received in HubSpot," and choose a relevant emoji like 📨 to help you quickly identify it.

2

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.

3

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.

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 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.

Get started with Relay.app

Sign up now and get started with your playbook today