Sales Integrations

OAskarov
Participant

Slack intigration

SOLVE

Hi Community,

 

So, I installed the Slack app and configured the inbox to sync with the Slack channel I created.

I created a workflow to send notifications about form submissions and other lead activities to the Slack channel.

However, I only have the option to "Create Slack Channel" in the workflow.

What am I doing wrong?

I'd love to get on a call with someone to sort this out.

 

Thanks

0 Upvotes
1 Accepted solution
franksteiner79
Solution
Key Advisor

Slack intigration

SOLVE

Hi @OAskarov 

 

Can you maybe share a screenshot of what you are doing and what you are seeing?

Normally, the integration shows a "send slack notification" option in the available workflow actions, as per below screenshot.

 

Screenshot 2023-11-09 at 08.58.23.png

I can also see you have a professional subscription. I'd recommend making use of HubSpot Support - the team is available on chat, call back and via e-mail and can remotely access your portal to help you troubleshoot.

 

Hope that helps.

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

View solution in original post

1 Reply 1
franksteiner79
Solution
Key Advisor

Slack intigration

SOLVE

Hi @OAskarov 

 

Can you maybe share a screenshot of what you are doing and what you are seeing?

Normally, the integration shows a "send slack notification" option in the available workflow actions, as per below screenshot.

 

Screenshot 2023-11-09 at 08.58.23.png

I can also see you have a professional subscription. I'd recommend making use of HubSpot Support - the team is available on chat, call back and via e-mail and can remotely access your portal to help you troubleshoot.

 

Hope that helps.

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project