Connect HubSpot to Slack by installing the Slack app from HubSpot's app directory. You need to be a HubSpot Super Admin or have permission to install apps, and a Slack workspace administrator. After you approve the permissions, you get notifications and can manage records in Slack. Zapier is the route for custom alerts.
Which route fits your team
There are two ways to get CRM activity into your chat channels, and they suit different people. The native app is the one to start with for most small businesses: it's built by the CRM itself, it handles live chat, record notifications and task reminders, and it takes a few minutes. A connector such as Zapier makes sense when you want a very specific alert that the native app doesn't send, such as a direct message to the account owner when a deal moves to a particular stage.
Plenty of teams end up using both. The native app covers the everyday notifications, and a couple of Zaps fill the gaps.
What the native app gives you
- Manage records, receive notifications and share CRM data without leaving Slack.
- Breeze Assistant inside Slack, to summarise CRM records and Slack threads and create tasks and notes.
- User notifications for record mentions, form submissions, task assignments and reminders.
- Live chat from your website routed to a channel, with replies sent from the Slack thread and the conversation still logged in the inbox.
- Activity alerts: once a company or deal is linked to a channel, new calls, notes, emails, tasks or meetings logged on it trigger a message.
If Breeze is new to you, this overview of what the Breeze assistant can do in the CRM explains the summaries and task features in more depth.
Six steps to install and switch on notifications
- Confirm you're a HubSpot Super Admin, or have permission to install apps from the app directory, and that you're also an administrator of the Slack workspace. Without both, the install is blocked and a Slack admin has to approve it.
- Click the app directory icon in the top bar, open the directory, search for Slack and click Install.
- In the Slack tab that opens, review the requested permissions and click Allow, then return to the CRM. Slack sends a confirmation email once the app is installed.
- Go to settings, then Notifications, then Other apps. Toggle Slack on and tick the notification types you want, such as mentions, form submissions and tasks.
- Under Integrations, Connected Apps, Slack, General settings, use Bring conversations to Slack to pick the channel for live chat and the inbox channel types, and add the app to any private channel you use.
- For alerts the native app doesn't cover, build a Zap with a CRM trigger and a Slack Send Channel Message action.
The permissions screen asks for access to public and private channel content. That's there to support live chat with website visitors, and the app uses reactions to show message status for those chats, so don't be surprised when emoji appear on chat messages.
One workspace only, and private channels stay silent
Two limits catch people out, and both are spelled out in the HubSpot Knowledge Base. First, only one Slack workspace can be connected to an account through this integration. If you run separate workspaces for your team and for a client, you'll have to choose one for the native app and use a connector for the other.
Second, private channels get nothing until you add the app to each one separately. You can switch every notification on, link a deal to a private deal room, and still hear nothing. Adding the app to the channel fixes it, and this guide to adding members to a Slack channel covers the same menu you'll use.
There's one more quiet failure. If your CRM login email and your Slack email differ, notifications won't reach you. Hover the warning icon next to Slack and select the link that reads Click here to map emails, then verify in Slack within 24 hours.
The Zapier route for custom alerts
Zapier's page for this pairing offers ready templates, including Slack notifications for new form submissions, messages for new contacts, and direct messages when a deal stage updates. Its Slack actions include Send Channel Message and Send Direct Message, and both can be scheduled for later, which is useful if you'd rather not ping a sales rep at midnight.
If you prefer building your own automations, n8n lists both apps among its built-in nodes, so the same alerts can run there. If you're still setting the CRM up, this HubSpot setup checklist is worth running through before you add integrations.
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Disconnecting or locking the app
To remove the connection, go to settings, Integrations, Connected Apps, click Slack, then Uninstall. If you'd rather nobody removes it by accident, turn on Slack's Approved Apps setting, which stops non-administrators uninstalling it.
My advice for a small sales team
Install the native app first and switch on only mentions, task reminders and form submissions for a week. Link your two or three biggest deals to channels and see whether the activity alerts help or just add noise. Once you know what's missing, build one Zap for the alert you keep wishing you had, rather than ten you'll mute by Friday.
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Frequently asked questions
Who can connect HubSpot to Slack?
A HubSpot Super Admin, or a user with permission to install apps, who is also an administrator of the Slack workspace.
Can I connect more than one Slack workspace?
No. HubSpot states only one Slack workspace can be connected through this integration.
Why am I not getting notifications in Slack?
Check that your CRM and Slack emails match or are mapped, and that the app has been added to any private channel.
Can I reply to live chats from Slack?
Yes. Once a Slack channel is linked to the inbox, you can reply in the Slack thread, and the conversation is still logged in the inbox.
When should I use Zapier instead?
When you need custom alerts, such as a Slack message when a deal stage changes, that the native app doesn't provide.
