Quick tipHow toSmart CRM

Link a Slack channel to a company or deal

New activity on the record posts to the channel.

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Slack integration connected
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: once a company or deal is linked to a Slack channel, new calls, notes, emails, tasks and meetings logged on it trigger a Slack notification. Use the Slack card in the right sidebar, or a workflow to create and associate channels.

1. In HubSpot

The relevant screen in my demo portal.

Notifications settings with Set channel defaults, the channel columns, and Turn off all topics highlighted
Set channel defaults (1), the channel columns (2), and Turn off all topics (3).

2. Worth knowing

Before merging records, associate the channel with the primary record, per the KB.

3. Related

Slack integration.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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