Guide

How to automatically send Slack messages to a channel when HubSpot contacts change

In today's fast-paced business world, staying informed and connected is more important than ever. However, it can be a daunting task to ensure that your team remains in the loop when critical changes occur across different platforms. But with Relay.app, you can bridge the gap between HubSpot and Slack and keep your team informed instantly. Imagine the possibilities! Every time there's a change to contact in HubSpot, your team receives an instant Slack message—no more missed updates or delays in communication. Relay.app ensures your team stays connected and informed in real-time, fostering collaboration and enabling swift action. With Relay.app, your team can seamlessly transition between platforms, sharing insights, discussing strategies, and confidently making decisions. Embrace the power of Relay.app and revolutionize how your team communicates and collaborates. Sign up today and experience the difference that seamless integration can make in driving your business forward. In this guide, we’ll show you how to set this integration up in four easy steps.
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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 contacts change," 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 change.

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 message” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when HubSpot contacts change.

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 contacts change 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