Integrate Slack with HubSpot to Alert Sales Team on New Leads
Here's how to do it:
- Log in to Zapier, click on "Create" and select "Zaps" to start the automation process.
- Click "Trigger."
- Search for and select HubSpot as the trigger app.
- Choose "New Contact" or "New Lead" as the trigger event to monitor new leads.
- Connect your HubSpot account to Zapier.
- Run a test to ensure Zapier detects the campaign data correctly.
- Add Slack as the Action App.
- Choose "Send Channel Message" as the action event to post a notification in Slack.
- Connect your Slack account to Zapier.
- Select the Slack channel where the alert will be posted (e.g., sales channel).
- Customize the message content to include relevant lead information from HubSpot (e.g., lead name, company, deal stage).
- Run a test to ensure the Slack notification is sent with the correct campaign details.
- Click "Publish" to activate your Zap.
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