topic Re: Auto Slack channel association in Sales Integrations

Auto Slack channel association

Daniel_Shin — Tue, 18 Feb 2025 21:00:13 GMT

I'd like to setup Slack channel association automatically for sending all deal activity to Slack whenever a new deal is created.

I already am aware that there are way to do it manually each deal but not sure if I can set that automatically whenever a new deal is created. I also took a look at Workflow and confirmed there are only sending messages and creating slack channel options. Not an association option that I can send all acitivies.

Re: Auto Slack channel association

ag_trysidekick — Wed, 19 Feb 2025 05:16:48 GMT

Hi @Daniel_Shin ,

Are you looking to automatically create new channels on Slack as soon a deal is created in HubSpot? Not sure if that's possible with the native integration, however this use case could be implemented via marketplace app we created. Here's more info on how this works - https://trysidekick.com/use-cases/deal-channel-creation

Happy to help implement or answer any questions.

Re: Auto Slack channel association

BérangèreL — Wed, 19 Feb 2025 10:34:42 GMT

Hi @ag_trysidekick, thank you for sharing this great integration with the HubSpot Community!

Which actions/steps will @Daniel_Shin need to put in place so that automatically when a new deal is created, all the deal activity will be sent to Slack, please?

Also, is the integration on the HubSpot Marketplace? If yes, can you please share the link?
If it's not there yet, here is how you can ask for your app to be listed there.

Thanks so much and have a great day!

Best,
Bérangère

Re: Auto Slack channel association

ag_trysidekick — Wed, 19 Feb 2025 11:08:46 GMT

Hi @BérangèreL ,

Absolutely, the Sidekick app is listed on the HubSpot app marketplace. Here's a link to the app's listing - https://ecosystem.hubspot.com/marketplace/apps/sidekick

To enable auto syncing of deals and slack channels, they'll need to create an account on Sidekick, integrate with HubSpot and Slack, and turn on the Deal Channel creation flow found inside the app.

Here's a detailed description of working with this feature along with a video talking about how this works: https://manual.trysidekick.com/docs/sidekick-deal-rooms/what-you-can-do-with-sidekick-deal-rooms/

Hope this is helpful!

Best,

Akshat