Guide

How to automatically send Slack messages to a channel when a HubSpot ticket status changes

In the realm of customer support, timely communication is the cornerstone of success. Yet, with numerous tickets and a bustling support team, ensuring that every update is promptly conveyed can be daunting. But fear not! Relay.app is here to help you streamline your customer support workflow like never before. With Relay.app, you can empower your team to deliver exceptional service, exceed customer expectations, and foster long-lasting relationships. By seamlessly integrating HubSpot and Slack, Relay.app ensures everyone is on the same page and ready to take action in real-time. Don't let communication bottlenecks hinder your customer support efforts. Sign up for Relay.app today and experience the difference that automated Slack messages can make in elevating your customer support workflow to new heights. In four easy steps, you can transform your customer support game and take your business to the next level. Let Relay.app be the catalyst for your success!
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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 when HubSpot ticket status changes," and choose a relevant emoji like ūüď® to help you quickly identify it.

2

Set the HubSpot trigger as ‚ÄúTicket status changed‚ÄĚ

Add the HubSpot trigger to initiate your playbook's actions when the ticket status changes.

To do this, click "Add trigger" in your playbook. Select the "Ticket status changed" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly changed ticket status 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 ‚ÄúSend message‚ÄĚ step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when HubSpot ticket status changes.

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 when HubSpot ticket status changes 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