Slack notification doesn't work for company properties

Osnovyanenko
Contributor | Diamond Partner

Hello!

 

I've created a HubSpot form for my colleagues. The idea is to fill in a form about a company we work with. So all form fields are made of company properties. This form then goes to our SMM specialist to make a post.

 

By completing the form, we fill in our database about companies while notifying the next responsible person. However, when I go to workflow and set up "Send to Slack", it only shows contact properties. But my form doesn't have contact properties.

 

Osnovyanenko_1-1638295633040.png

 

Why is it this way and is there a workaround? I am aware of API connectors like Zapier, but I thought it'd be possible inside HubSpot.

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1 Reply 1
MiaSrebrnjak
Community Manager

Hi @Osnovyanenko,

 

Thank you for reaching out to the Community! 

It's my understanding that you would like to include company-level properties in your slack notifications.

 

We do have two options in regards to this:

 

1. You could create a Company Based workflow rather than a Contact Based workflow. Workflows will pull properties into the slack based on how they were set up. A company based workflow allows you to send company properties via slack.

 

2. You could create custom contact properties to store company information and then run a workflow to copy the company property values over to the custom contact properties. This way you can leave the workflow as a Contact Based workflow as these company properties are now stored in custom contact properties.

 

I hope this helps!

 

Cheers
Mia, Community Team

 


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