Slack Integration

[NJJJ]

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?

[ag_trysidekick]

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.

[MiaSrebrnjak]

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

[Daniel_Shin]

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

[BérangèreL]

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