Guide

How to automatically Send Slack messages to a channel for every new HubSpot form submission

Attention all business owners! Are you tired of delays in communication and manual checks when capturing leads and nurturing meaningful connections? If yes, we have great news for you. Relay.app is an innovative solution changing how teams communicate and collaborate. Relay.app lets businesses notify their teams about new HubSpot form submissions without hassle, ensuring they receive instant Slack messages whenever a new form submission is received. This empowers them to respond promptly, capitalize on every opportunity, foster collaboration, and enable swift action. Whether following up with a hot lead, coordinating with sales, or providing exceptional customer service, Relay.app ensures everyone is on the same page and ready to seize the moment. So don't let valuable leads slip through the cracks. Embrace the power of Relay.app and transform how your team communicates and collaborates. Sign up today and experience the difference that automated Slack messages can make in driving your business forward. The best part? We've made it easy for you to set up this integration in four easy steps. Let's get started!
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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 messages to a channel for every new HubSpot form submission," and choose a relevant emoji like 📨 to help you quickly identify it.

2

Set the HubSpot trigger as “New form submission”

Add the HubSpot trigger to initiate your playbook's actions for every new form submission.

To do this, click "Add trigger" in your playbook. Select the "New form submission" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly submitted forms 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 message” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates for every new HubSpot form submission.

Select "Add Step" and then find the "Send message" automation for Slack. Enter all the required details, including the sender's name, the Slack channel for updates, 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 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 messages to a channel for every new HubSpot form submission 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