Guide

How to automatically send Slack direct messages when contacts in your HubSpot account are updated

Do you spend hours manually sending direct messages to Slack for every contact update in your HubSpot account? It's a daunting and time-consuming task that can cause you to miss crucial updates amidst the constant flood of notifications. And let's face it - human error is always a risk, with the potential for overlooking updates or sending messages to the wrong recipients. This manual process hampers efficiency and increases the likelihood of consistency, ultimately impacting your outreach efforts' effectiveness. But wait, what if we told you all these challenges would be eliminated with the Relay.app? Yes, that's right! Relay.app allows for seamless integration between HubSpot and Slack, ensuring that you never miss a beat when staying updated on contact changes. You can receive instant direct messages whenever contacts in your HubSpot account are updated - a new lead, a change in contact details, or a critical note added to a profile. Say goodbye to the endless cycle of checking and hello to effortless updates right at your fingertips! We know you're eager to learn more about how to set up this integration in four easy steps. So, let's dive in and empower you to stay proactive and responsive in your outreach efforts!
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 updated HubSpot contacts," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “Contact changed”

Add the HubSpot trigger to initiate your playbook's actions when contacts are updated.

To do this, click "Add trigger" in your playbook. Select the "Contact changed" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly changed contacts 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 when contacts in your HubSpot account are updated.

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 when contacts in your HubSpot account are updated 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