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ClickRuntime

Connect HubSpot to Slack

Sales happens in HubSpot, but the conversation about it happens in Slack. Hear about strong new leads, deal stage changes and tickets close to their deadline in the channel your team watches, and get a weekly pipeline report without opening a dashboard.
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Ideas

What you can do with HubSpot and Slack

Lead alerts, deal updates, reminders and reports from HubSpot, posted to Slack. These are ready-made starting points. Anything else you can describe works too.
Every 15 minutes

Check new HubSpot contacts and companies for bad data

New contacts with broken emails and new companies with dead websites are flagged in Slack before anyone works them.

See how it works
The moment it happens

Log new Stripe invoices in HubSpot and Slack

Each new Stripe invoice updates the customer's company in HubSpot and is posted in your finance channel.

See how it works
Every 10 minutes

Post high-quality HubSpot leads to Slack

New HubSpot contacts from larger companies or with a high lead score show up in #sales within minutes, with a link to the record.

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The moment it happensAI

Log sales call summaries on the HubSpot contact and in Slack

After each sales call, a summary with next steps is added to the contact in HubSpot and shared in #sales.

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Every 10 minutes

Post new HubSpot deals and stage changes in Slack

Your sales channel hears about every new deal and every stage move, with amount and owner.

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Weekly

Post a weekly HubSpot leads and revenue summary in Slack

Every Monday your sales channel sees last week's new contacts, stage changes and won deals in one short message.

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Daily

Flag HubSpot deals that have gone quiet

Every morning your sales channel lists deals with no activity in 21 days, with the owner tagged so they can follow up.

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Every 15 minutes

Alert Slack about urgent HubSpot tickets left open

High-priority HubSpot tickets open for more than 4 hours are flagged in your support channel so someone picks them up.

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DailyAI

Spot customers at risk of churning from support tickets

Each morning #cs gets a short list of customers whose recent tickets suggest they might leave, with the reason for each.

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Weekly

Remind account owners about upcoming contract renewals in Slack

Every Monday, #renewals lists the HubSpot companies renewing in the next 60 days, each tagged with its owner.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with HubSpot and Slack, plus any other app. Describe it and your assistant builds it.

See how to build your own

More ideas

Daily

Remind deal owners to follow up on quiet proposals

Each morning, reps get a Slack message about their deals in Proposal sent with no activity for five days.

See how it works
WeeklyAI

Review each week's lost HubSpot deals with AI in Slack

Every Friday your sales channel gets the common reasons deals were lost this week and ideas for which ones to revisit.

See how it works
Every 15 minutes

Alert on large HubSpot deals

Every 15 minutes, deals over a set value that changed stage are posted to your sales channel.

See how it works

Build your own

Build any HubSpot and Slack automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between HubSpot and Slack in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, find HubSpot deals with no activity in 14 days and DM each deal owner in Slack a list of their stalled deals with amounts.

When a new HubSpot contact is created, use AI to judge from the company domain and job title whether they fit our customer profile, and post only good fits to #leads.

Use cases

Why people connect HubSpot and Slack

How the two apps work together

  • ClickRuntime checks HubSpot for new or changed contacts, deals or tickets every few minutes or on a schedule.
  • Matching records are posted to Slack channels or sent as DMs to the record owner.
  • Slack events sent to a trigger link can update HubSpot, such as adding a note or changing a deal stage.

  • Sales manager hears about closed deals

    When a HubSpot deal moves to Closed Won, a post in #wins with the deal name, amount and owner lets the team see progress as it happens.

  • SDR gets new inbound leads in Slack

    New contacts from forms with a lifecycle stage of Lead can be posted to #leads with company, source and page. Reps reach out while the lead is fresh.

  • Customer success flags at-risk accounts

    When a company property like Health Score or Renewal Date crosses a threshold, a message to the CSM in Slack prompts a check-in.

  • Marketing shares weekly pipeline numbers

    A Monday digest of new deals, pipeline value by stage and won revenue from HubSpot goes to #marketing. No one has to build a report by hand.

More apps

HubSpot, Slack and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Weekly HubSpot pipeline snapshot to a sheet

Every Friday, copy deal stage totals from HubSpot into my Pipeline History sheet and post the week's change to #sales in Slack.

Calendly bookings update HubSpot and notify Slack

When someone books a demo in Calendly, set their HubSpot contact to Sales Qualified Lead and post the meeting time to #sales in Slack.

Stripe payments mark HubSpot deals won

When a Stripe payment succeeds for a customer email, move the matching HubSpot deal to Closed Won and post it to #wins in Slack.

Setup

Connect HubSpot and Slack once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

HubSpot

CRM / Marketing

  1. In HubSpot, go to Development, then Keys, then Service keys, and create a service key. Or go to Development, then Legacy apps, and create a private legacy app.
  2. Add the scopes your automations need, such as crm.objects.contacts.read, crm.objects.contacts.write and crm.objects.deals.read.
  3. Copy the key, or for a private app open the Auth tab, choose Show token and copy it.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for HubSpot. It is sent as a Bearer token.

Slack

Team chat

  1. At api.slack.com/apps, create a new app from scratch in your workspace.
  2. Under OAuth & Permissions, add the bot scopes the automation needs, such as chat:write, channels:read and channels:history.
  3. In the ClickRuntime dashboard, open Connections, choose Slack and enter your app's details, then install it to your workspace.
  4. In each channel the automation should use, type /invite @your-app-name.

FAQ

Questions about connecting HubSpot and Slack

How does ClickRuntime connect to HubSpot?
Through a private app token from your HubSpot account, saved as a secret in your ClickRuntime dashboard. You pick the scopes the token has, such as contacts and deals.
Can it notify the deal owner directly?
Yes. It can post in a shared channel and mention the owner, or send them a direct message if their HubSpot email matches their Slack account.
Which HubSpot plans does it work with?
Any plan that offers private apps and the objects the automation uses. Some features, such as custom objects, depend on your HubSpot plan.
Will it change records in HubSpot?
Only automations that say so, like logging a call summary or updating a deal. Alerts and reports only read your data.
Is it two-way between HubSpot and Slack?
It can be. HubSpot changes post to Slack, and Slack events sent to a trigger link can write notes or update properties in HubSpot.
Can it filter by pipeline or deal amount?
Yes. The script can check any property, such as pipeline, stage, amount or owner, before posting.
How fast do HubSpot changes appear in Slack?
HubSpot is checked on a schedule, as often as every 5 minutes, so changes usually appear in Slack within a few minutes.

Related pages

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