We use Slack here too - probably the most useful features of an integration would be to recieve conversion notifications, revist notifcations and reports on a slack channel.
Another clever trick would be some kind of preview function when sharing in-app links within the team - so if sharing a link to a list or draft peice of content, getting a contextual preview of that content in Slack would be really neat.
Notifications would be amazing. We use Zapier right now but the 15 minute delay is way too much. For example, new MQL notifications for the sales team, revisit notifications, etc.
You can greatly reduce the delay from HubSpot > Zapier > Slack if you use HubSpot Workflows to trigger a webhook which is picked up by Zapier. We have transitioned off of using email notifications for form fills in favor Slack bot notifications and when I had both running, the Slack notifications beat HubSpot's email notifications 100% of the time.
@adamgreco I know a Slack integration is probably ideal, but in the meantime here are ways to solve for some of your feature requets:
Ability to enter a command and create a Task in HubSpot
Use the "New Message Posted to Channel" Slack to trigger a zap in your "HubSpot-command" channel
Use Zapiers filter action to check for the syntax of your command and only continue if the string from step 1 starts like your desired command. We use !command (!task, !profile, etc).
Use Zapiers format tools to split your message string into relevant parts.
Use HubSpot's New calendar event to create a task with the output of step 3. Unfortionatly at this time, creating tasks in the CRM from Zapier is currently not a feature.
Ability to enter a command and pull up a Contact or Company record from HubSpot
Same as above except for step 4, use HubSpot's "Find contact by email" command.
In the output of the afformentioned step you'll find a property called VID. You can then use the "Post a message to Slack" command with this syntax to return a link to their profile:
<https://app.hubspot.com/sales/YourHubSpotPortalID/contact/ContactsVID/|Link to profile>
Ability to enter a command and pull up a Deal record from HubSpot
Same as above, but with Deal ID and this syntax:
<https://app.hubspot.com/sales/YourHubSpotPortalID/deal/DealID/|Link to deal>
Ability to append a note to a Contact/Company or Deal from within Slack
Not currently possible because Zapier is missing the ability to create or append notes. If anyone on the HubSpot Zapier team is listening, this would be SO helpful.
Here's a picture of what all that looks like in action:
Everything you see above is triggered from Jen filling out a form in HubSpot to request a ticket to IMPACT Live (which triggers a webhook to kick off this Zap). Natalie accepting the request triggers Zapier (using the method described above) to change a property in HubSpot to enroll her in a new workflow letting her know that her request has been accepted.
Even though the conversation here is about a native HubSpot & Slack integration (which I would love), hopefully this helps someone out! In the meantime, I'm hoping that HubSpot will continue to invest in the functionality of their Zapier integration (they just added the ability to update deals, which is huge).
If you have any questions about anything I just shared or want help building out something crazy, feel free to shoot me a DM or email me at kbento(at)impactbnd.com.
We have a small team of 3-5 people and it's not that busy. However, we'd like to move away from emails as much as possible. And that's where Slack is the best tool for us.
It would be awesome if we could HubSpot right from Slack; Create/edit tasks, clients, deals and companies, pull data, 2 way commenting, updates and marketing notifications.
Hey guys, i'm very new to both platforms and am attempting to integrate hubspot and slack. This bot: http://growthbot.org/ appears to be able to connect but i get an error in hubspot when i try:
"
Request for Integration Permissions
Uh oh!
You do not have the correct role to grant these permissions. Please contact your administrator.
Puh-leeze add this! I was trying to decide between Drift and you guys. I already pay for you, so I'll try out Messages for a while. I just can't afford not to respond to people on time. Slack would notify me of a contact.
We use Drift today solely because of the Slack integration. It would be a super simple API integration and dramatically increase the value of messages.
We need this. Currently having no mobile integration for Messages has made this almost useless for us as we are rarely logged into Messages on a desktop during the workday.