Guide

How to automatically send Slack direct messages when specific deal stages in HubSpot are reached

Are you tired of being overwhelmed by notifications and updates every time the deal stages shift in HubSpot? Do you often juggle multiple platforms to keep your team aligned and informed? If yes, then Relay.app is the perfect solution for you. With our seamless integration, you can automate Slack direct messages when specific deal milestones are reached in HubSpot. No more missed updates or frantic manual notifications! Our integration ensures your team stays on top of every development, fostering timely communication and alignment throughout the deal lifecycle. Say goodbye to the hassle of manual notifications and hello to smoother, more efficient workflows with Relay.app. In this guide, we'll show you how to set up this integration in just four easy steps. So, what are you waiting for? 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 when specific deal stages in HubSpot are reached," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “Deal stage reached”

Add the HubSpot trigger to initiate your playbook's actions when specific deal stages are reached.

To do this, click "Add trigger" in your playbook. Select the "Deal stage reached" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly reached deal stages 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 specific deal stages in HubSpot are reached.

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 specific deal stages in HubSpot are reached 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