- How to automatically send Slack direct messages for every new note created in HubSpot
- 1. Set the HubSpot trigger as “Note created”
- 2. Add the “Send DM” step in Slack
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Slack
- Related blog posts
- More how-to guides featuring HubSpot and Slack
How to automatically send Slack direct messages for every new note created in HubSpot
Set the HubSpot trigger as “Note created”
Add the HubSpot trigger to initiate your playbook's actions for every new note created.
To do this, click "Add trigger" in your playbook. Select the "Note created" trigger option from the dropdown menu under HubSpot. It will enable your playbook to automatically identify newly created notes and trigger necessary actions.
If you still need to connect your HubSpot account to Relay.app, a prompt will guide you through the connection process.
Add the “Send DM” step in Slack
Integrate Slack automation into your playbook to ensure that you receive timely updates for every new note created in HubSpot.
Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.
If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages for every new note created in HubSpot without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
