How to add a new user to Slack channel for a new message received in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Slack, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the SlackAdd users to channel” action for each HubSpotMessage received” event.
HubSpot logoHubSpot > Slack
Trigger
Last triggered
HubSpot logoMessage received
Slack logoAdd users to channel
1

Create your playbook and set the HubSpot trigger as "Message received"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "Message received" under HubSpot. Then, select the inbox. If this is your first time using a HubSpot integration in Relay.app, you'll be prompted to connect your HubSpot account.

Now, every time a message is received in HubSpot, your playbook will run automatically.

2

Add the "Add to channel" in Slack automation

Integrate the Slack automation into your playbook to ensure the prompt adding of a new user on Slack channels when a new message has been received in HubSpot.

Click the "Add step" button, then locate the "Add to channel" automation for Slack and input the mandatory and relevant details.

If your Slack account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new user on Slack channels. Once turned on, it will respond to each newly received message in HubSpot by adding a new user to the Slack channel without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

More how-to guides featuring HubSpot and Slack

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Automatically Send Slack messages to a channel for every change in your HubSpot deals

In today's fast-paced business world, keeping up with your HubSpot deals is crucial to drive success and maximize opportunities. However, with so many tasks vying for your attention, it's easy to miss important updates that could make or break a deal. But what if we told you that there's a tool that can help you stay on top of your game? Enter Relay.app - your ultimate solution to never missing a deal update again! Picture a world where you don't have to worry about keeping tabs on your HubSpot dashboard or frantically searching through emails for critical notifications. With Relay.app, you can automate notifications in Slack for every change in your HubSpot deals, providing instant alerts that ensure you're always in the loop. Whether it's a status change, a new deal added to your pipeline, or an important update from a team member, Relay.app delivers the information you need, when you need it, directly to your Slack workspace. Relay.app fosters seamless communication and transparency among team members, enabling everyone to stay on the same page and work together more effectively towards shared goals. Don't let missed deal updates hold you back. Empower your team with Relay.app and take control of your HubSpot deal management like never before. Sign up today and experience the power of automated notifications in Slack. And the best part? Setting up this integration is super easy - we'll guide you through it in four steps!

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