Use Hubspot to Manage CRM Records in Slack

Connecting Hubspot with Slack lets your team view, create, and update CRM records without leaving your conversations, making collaboration and follow-up much faster.

This guide walks you through enabling the integration, working with records, and staying on top of activities directly from Slack.

Connect Hubspot and Slack

Before you can use CRM features in Slack, you need to connect your Hubspot portal to your Slack workspace.

Requirements for the Hubspot Slack integration

• A Hubspot account with permission to install apps and manage integrations.
• A Slack workspace where you can authorize apps.
• Access to the Hubspot App Marketplace.

Install the Hubspot app in Slack

1. In your Hubspot account, go to the App Marketplace.
2. Search for the Slack app listing.
3. Click Install app or Connect app.
4. Sign in to Slack if prompted, then choose the correct workspace.
5. Review requested permissions and click Allow.

After installation, you will see confirmation in both Hubspot and Slack, and the Hubspot app will appear in your Slack Apps section.

Use Hubspot CRM records in Slack

Once the integration is configured, you can search, preview, and create CRM records from any Slack channel or direct message.

Search Hubspot records from Slack

You can search for contacts, companies, deals, and tickets directly in Slack using shortcuts or direct messages to the Hubspot app.

1. In any Slack channel or DM, click the Shortcuts button (the plus icon).
2. Choose the option to Search Hubspot records.
3. Select the record type, such as contact, company, deal, or ticket.
4. Enter a name, email, domain, or other matching value.
5. Submit the search to see a list of matching Hubspot records right in Slack.

From the results, you can open a preview or go directly to the record in Hubspot.

Preview Hubspot record details

Slack previews help you see key CRM data at a glance.

• Record name and basic properties.
• Associated company, deal, or ticket where relevant.
• Primary contact details such as email or phone.

Click the View in Hubspot link in a preview to open the full record in a new browser tab.

Create new Hubspot records in Slack

You can create records while chatting, so new leads or requests are never lost.

1. In Slack, open the Shortcuts menu.
2. Select a create option, such as Create contact in Hubspot or Create ticket in Hubspot.
3. Fill out the fields that appear in the Slack modal, such as name, email, and description.
4. Click Create to add the new record to Hubspot.

Slack will post a confirmation message with a link to the new Hubspot record for easy access.

Manage activities on Hubspot records in Slack

You can log notes, tasks, and other activities on existing records from Slack, keeping the full history in Hubspot.

Log notes to Hubspot from Slack

1. Open a Slack message that contains information you want to log.
2. Hover over the message and click the More actions (three dots) icon.
3. Choose the option to Log to Hubspot or similar, depending on your configuration.
4. Select the relevant record, such as a contact or ticket.
5. Confirm to create a note on the Hubspot record with the message content.

This keeps your CRM updated without copying and pasting between Slack and Hubspot.

Create tasks in Hubspot from Slack

1. Find the Slack message that should trigger follow-up.
2. Use the More actions menu on that message.
3. Select the action to create a Hubspot task.
4. Set the task title, due date, and assignee.
5. Associate the task with the correct Hubspot record.

The task will appear on the record timeline in Hubspot with a link back to the original Slack message.

Get Hubspot notifications in Slack

The integration can send notifications from Hubspot to Slack, helping you respond faster to leads and customers.

Types of Hubspot notifications you can receive

• New form submissions or lead capture events.
• Ticket creation or status changes.
• Assigned tasks or upcoming task reminders.
• Mentions or comments on records you follow in Hubspot.

Exact options depend on your notification settings in Hubspot and the integration configuration.

Configure notification settings in Hubspot

1. Sign in to your Hubspot account.
2. Go to Settings and open the Notifications section.
3. Locate the Slack notification options.
4. Enable the types of alerts you want to receive in Slack.
5. Choose which Slack workspace and channels, if prompted, should receive specific notifications.

Once configured, notifications will appear as messages from the Hubspot app in Slack or in designated channels.

Best practices for using Hubspot and Slack together

To get the most out of the integration, align team processes around Hubspot as the source of truth while using Slack for quick collaboration.

• Use Slack for discussion, but always log the final outcome in Hubspot.
• Standardize which channels correspond to specific pipelines or ticket queues.
• Encourage your team to create records in Hubspot directly from Slack rather than tracking leads in messages.
• Review notification volume so important Hubspot alerts are not lost in channel noise.

Learn more about Hubspot Slack features

The features described above are based on the official documentation for managing records with the Slack integration. For full details, supported record types, and the latest options, review the original help article from Hubspot at this Hubspot Slack records guide.

If you need implementation help, CRM strategy, or optimization of your Hubspot setup, you can consult specialists at Consultevo for tailored guidance.

By combining Hubspot and Slack correctly, your teams can move faster, reduce manual data entry, and always keep CRM records accurate while staying in the flow of everyday conversations.

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