Guide

How to automatically send Slack direct messages for every new note created in HubSpot

Are you tired of manually sending direct messages to Slack for every new note created in HubSpot? We know it can be overwhelming and time-consuming, not to mention the risk of missing important updates and hurting team collaboration. The good news is that Relay.app has got your back! With Relay.app, you can easily keep your team in the loop about every new HubSpot note without the hassle of manual notifications. Say goodbye to the tedious task of sending individual Slack messages for each note update and hello to seamless communication. Our app automates the entire process, ensuring that your team stays informed in real-time without any extra effort on your part. Trust us; we know how valuable your time is, and we want to help you streamline your workflow and boost productivity. With Relay.app, you'll never miss an important update again! And the best part? Setting up this integration is easy; we're here to guide you through it step-by-step. Ready to try it out? Let's get started!
HubSpot logoSlack logo
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 note created in HubSpot," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “Note created”

Add the HubSpot trigger to initiate your playbook's actions for every new note created.

To do this, click "Add trigger" in your playbook. Select the "Note created" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly created notes 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 note created 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 note created 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