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Sales Integrations

NJJJ
Mitglied

Slack Integration

lösung

Hi, is it possible to associate multiple deals to slack channel. What happen now is that we need to first open the deal then associate it hence it is one at a time? How do we do that? Is that possible?

0 Upvotes
1 Akzeptierte Lösung
BérangèreL
Lösung
Community-Manager/-in
Community-Manager/-in

Slack Integration

lösung

Hi @Daniel_Shin, I hope that you are well!

Thanks for asking the HubSpot Community!

The article "Manage notifications in Slack" has been updated and I can see that "once a company or deal has been associated with a channel, all new calls, notes, emails, tasks, and meetings on that record, and contacts associated with those company or deal records, will trigger a Slack notification. You can associate multiple records with the same Slack channel".

Also, you might be interested in this: "7 Slack Tips & Tricks and HubSpot Integration".

I hope this helps!

Have a lovely day! 🌞

Best,
Bérangère





loop


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Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
5 Antworten
ASam26
Mitwirkender/Mitwirkende

Slack Integration

lösung

The native HubSpot-Slack integration only allows you to link one deal to a channel at a time - there isn’t a bulk-association option. If your goal is mainly to get deal updates into Slack, you could look at automation tools (e.g. Skyvia) that can push updates for multiple deals into a single channel. But if you specifically want HubSpot’s associated object functionality, that’s a limitation of the native integration today.

0 Upvotes
ag_trysidekick
Teilnehmer/-in

Slack Integration

lösung

Hi @NJJJ 

 

A little late to the party, but nevertheless -

 

I don't think it is possible to automate Slack channel creation for every deal using the native Hubspot Slack integration. We ran into a similar issue while trying to do this, and descided to create a tool to help do this. 

 

Here's a quick overview of how Sidekick can solve for this - https://trysidekick.com/use-cases/deal-channel-creation

 

If you'd like to try out this tool, please feel free to reach out and I can help setup.

0 Upvotes
MiaSrebrnjak
Community-Manager/-in
Community-Manager/-in

Slack Integration

lösung

Hi @NJJJ,

 

Thank you for reaching out to the Community!

 

While it's not possible to associate deals to a Slack channel in bulk, you could use Workflows to send automated notifications about Deals to Slack - you can read more about this feature in this Knowledge base article. 

I hope this helps! 

 

 

Cheers
Mia, Community Team


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
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Daniel_Shin
Mitglied

Slack Integration

lösung

Hello, is this still pending or has not been developed yet? 

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

0 Upvotes
BérangèreL
Lösung
Community-Manager/-in
Community-Manager/-in

Slack Integration

lösung

Hi @Daniel_Shin, I hope that you are well!

Thanks for asking the HubSpot Community!

The article "Manage notifications in Slack" has been updated and I can see that "once a company or deal has been associated with a channel, all new calls, notes, emails, tasks, and meetings on that record, and contacts associated with those company or deal records, will trigger a Slack notification. You can associate multiple records with the same Slack channel".

Also, you might be interested in this: "7 Slack Tips & Tricks and HubSpot Integration".

I hope this helps!

Have a lovely day! 🌞

Best,
Bérangère





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More




0 Upvotes