Reporting & Analytics

JessiM
Membre

A way to make reports Share to Slack feature recurring?

I love the new "Share to Slack" feature in HubSpot reports. Is there a way to:

 

1.) Make this recurring instead of one-off (like they do with email)
2.) Have the Slack notification embed a screenshot / image of the app in the slack message vs a link to the report?

5 Réponses
swells04
Participant

A way to make reports Share to Slack feature recurring?

Share Report Slack Recurring Message.png

We just saw this in one of my Clients HubSpot Accounts!

hannahcallister
Participant

A way to make reports Share to Slack feature recurring?

Hey @JessiM, I am having the same issue, but have created a workaround if you're interested 🙂

1.  In Slack, channels can have their own email addresses. (Click the channel name > Integrations > Send emails to this channel)
2. Create a filter in an existing Hubspot-connected account that skips the email you'll set up from the 'no reply@hubspot email' and forwards it to the email address for the channel you just created.
3. In the report, export it as a recurring email to the connected account. 

This will send your report to the email, skip your inbox and forward it to the Slack channel.

It's not ideal but does the job until they get this sorted, would also be great to be able to set up exporting from deal views & lists... But one problem at a time!

fannykuhn
Participant

A way to make reports Share to Slack feature recurring?

Thank you this was so helpful!

0 Votes
kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

A way to make reports Share to Slack feature recurring?

Hi @hannahcallister,

 

Thank you for sharing this workaround! 😄 

 

Best,
Kristen


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0 Votes
kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

A way to make reports Share to Slack feature recurring?

Hi @JessiM,

 

Thanks for reaching out! Glad to hear you love the "Share to Slack" feature 🙂 

 

These are great product suggestions and I appreciate you explaining how you could use them! I would highly recommend submitting these product suggestions to the ideas forum.

 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well. 

 

All the best,

Kristen


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