Do Salesforce and HubSpot integrate with Slack?

Default works with both: after a workflow routes a Salesforce or HubSpot lead, Send Slack Message gives the assigned rep the form answers and enrichment, and Default notifies the host in Slack whenever a meeting is booked, rescheduled, canceled, or marked as a no-show. Salesforce and HubSpot also have their own Slack apps for record alerts.

How do you get Slack notifications for new HubSpot leads?

Default sends them from a workflow that starts on a form submission or a new HubSpot contact: after routing, Send Slack Message posts to a channel or messages the assigned rep with the form answers and enrichment. HubSpot's own Send a Slack notification workflow action needs a Professional or Enterprise plan.

How do you create a Slack channel for every new deal?

Default creates it with the Create Slack Channel node, named from the account, such as deal- plus the account name, in a workflow that starts when a meeting is booked or a Salesforce opportunity is created. Add Member to Slack Channel then adds the account owner and invites the customer by email.

More than a Salesforce Slack integration

Tell the routed repin Slack right away

Default tells the routed rep in Slack the moment a lead is assigned or a meeting changes.

Request a Demo

Slack direct message to the assigned rep with the lead's form answers and enrichment

Alerts to the assigned rep

The routed rep gets a direct message with the form answers, enrichment, and any other workflow data.

Booked, canceled, rescheduled, and no-show meetings, each sent to the host as a Slack DM

Alerts for every meeting change

Hosts hear in Slack when a meeting is booked, rescheduled, canceled, or marked as a no-show.

New Slack deal channel named after the account with the owner and the customer as members

Deal channels with the customer

A workflow opens a channel named for the account, adds the owner, and invites the customer by email.

Failed Update Record on a lead sending an Error Log alert to Slack

Error alerts to admins

Workflow and form errors post to the Slack channel you pick, and can go to every admin as a direct message too.

The assigned rep hears first

Send Slack Message goes to a channel or straight to the routed rep, with @ mentions and any workflow data, like enrichment and form answers.

Send Slack Message node addressed to the latest assigned user with form answers inserted

Notification nodes docs

Notification nodes

Post to channels, message reps directly, or both, with mentions and data from earlier nodes.

Workflows docs

Workflows

Start from a form, a new CRM record, or a meeting status change, then route and alert in 1 workflow.

Booked meetings can opena deal channel

Create Slack Channel names the channel after the account, and Add Member to Slack Channel adds the account owner and invites the customer as a guest.

Workflow creating a Slack channel for the account and adding the owner and the customer

Slack docs

Slack setup

An admin connects Slack once, and each rep is mapped to their Slack user.

Notification nodes docs

Slack channel nodes

Create Slack Channel and Add Member to Slack Channel run as workflow steps.

Admins hear aboutbroken workflows

The Error Log notification posts workflow and form errors to a Slack channel and can message every admin directly too.

Notifications docs

Workspace notifications

Pick a Slack channel for each notification type, and turn on Also DM admins for errors.

Workflow logs docs

Workflow run logs

Each failed run shows which node errored and why.

FAQ

Questions about the Salesforce Slack integration

Default works with both: after a workflow routes a Salesforce or HubSpot lead, Send Slack Message gives the assigned rep the form answers and enrichment, and Default notifies the host in Slack whenever a meeting is booked, rescheduled, canceled, or marked as a no-show. Salesforce and HubSpot also have their own Slack apps for record alerts.
Default sends them from a workflow that starts on a form submission or a new HubSpot contact: after routing, Send Slack Message posts to a channel or messages the assigned rep with the form answers and enrichment. HubSpot's own Send a Slack notification workflow action needs a Professional or Enterprise plan.
Default creates it with the Create Slack Channel node, named from the account, such as deal- plus the account name, in a workflow that starts when a meeting is booked or a Salesforce opportunity is created. Add Member to Slack Channel then adds the account owner and invites the customer by email.