Integrating HubSpot with Slack for Real-Time Deal Alerts

Comparison matrix

ROI metrics

For a 10-person sales team, automating HubSpot deal alerts into Slack reclaims approximately 3.5 hours per rep monthly from CRM status checks, paying for both base plans within 17 days.

Step-by-step setup guide

1. 1.Create a Slack App and Enable Incoming Webhooks

   Navigate to api.slack.com/apps, click 'Create New App' > 'From scratch', name it 'HubSpot Deal Alerts', select your target workspace, activate 'Incoming Webhooks', and click 'Add New Webhook to Workspace' to generate the Webhook URL (e.g., https://hooks.slack.com/services/T00/B00/XXXX).

   curl -X POST -H 'Content-type: application/json' --data '{"text":"Webhook configured successfully!"}' https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

2. 2.Provision a HubSpot Private App

   In HubSpot Settings, navigate to Integrations > Private Apps. Create a new Private App named 'Slack Deal Notifier' and grant read access to crm.objects.deals.read, crm.objects.contacts.read, and crm.schemas.deals.read scopes. Copy the resulting Bearer token.

   curl -X GET "https://api.hubapi.com/crm/v3/objects/deals?limit=1" -H "Authorization: Bearer pat-na1-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx" -H "Content-Type: application/json"

3. 3.Define Deal Pipeline Webhook Subscription

   Configure a HubSpot workflow action or Developer Webhook subscription to listen for deal property changes, specifically targeting the dealstage or amount properties to trigger when a deal moves to 'Closed Won'.

   {
     "targetUrl": "https://your-api-gateway.com/hubspot-deals",
     "eventTypeName": "deal.propertyChange",
     "propertyName": "dealstage"
   }

4. 4.Construct Slack Block Kit Payload in Middleware

   Transform the incoming HubSpot payload into an interactive Slack message format containing Deal Name, Amount, Pipeline Stage, and Deal Owner fields.

   {
     "blocks": [
       {
         "type": "header",
         "text": {
           "type": "plain_text",
           "text": "Deal Won! :tada:"
         }
       },
       {
         "type": "section",
         "fields": [
           {"type": "mrkdwn", "text": "*Deal:* Acme Enterprise SLA"},
           {"type": "mrkdwn", "text": "*Amount:* $45,000 USD"},
           {"type": "mrkdwn", "text": "*Owner:* Sarah Connor"},
           {"type": "mrkdwn", "text": "*Stage:* Closed Won"}
         ]
       }
     ]
   }

5. 5.Dispatch Formatted Message to Slack Webhook

   Forward the Block Kit payload from your intermediary endpoint (such as AWS Lambda, Cloudflare Workers, or Make) to the Slack Incoming Webhook URL using an HTTP POST request and verify that the response returns status code 200 with body 'ok'.

   curl -X POST -H "Content-Type: application/json" -d '{"text": "New Closed Won Deal: Acme Enterprise SLA - $45,000"}' https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Webhook payload example

{
  "appId": 284192,
  "eventId": 1001,
  "subscriptionId": 592812,
  "portalId": 8472911,
  "occurredAt": 1698150492120,
  "subscriptionType": "contact.creation",
  "attemptNumber": 0,
  "objectId": 12948172,
  "changeSource": "CRM_UI",
  "changeFlag": "NEW"
}

FAQ