Guide

How to automatically send Slack direct messages whenever there's a change in a HubSpot company

Are you tired of manually coordinating Slack direct messages for each change in your HubSpot company? It can be daunting, especially with the sheer volume of updates you need to keep track of. And let's not forget about the risk of human error and inconsistencies in communication. Plus, the time and effort expended on this manual task can hinder productivity and efficiency. But fear not! There is a solution to all of these problems called Relay.app. Relay.app is a streamlined solution that links HubSpot with Slack, making communication integration a breeze. With Relay.app, you can effortlessly dispatch direct messages at the onset of any company alterations, ensuring that no pivotal detail goes unnoticed. No more missed updates or delays - Relay.app covers you! In this guide, we'll show you how to set up this integration in just four easy steps. Get ready to enhance your collaboration and informed decision-making with Relay.app!
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 whenever there's a change in a HubSpot company," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “Company changed”

Add the HubSpot trigger to initiate your playbook's actions whenever there's a company changes.

To do this, click "Add trigger" in your playbook. Select the "Company changed" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly changed companies 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 whenever there's a change in a HubSpot company.

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 whenever there's a change in a HubSpot company 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