6 Ways You Never Knew To Use HubSpot Workflows

Posted October 27, 2020 in
HubSpot HubSpot

Jessica Palmeri

HubSpot All Day Every Day

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You asked, so we answered! Here are the slides from my HubSpot Training Day talk with Stephanie Baiocchi

SLIDES: docs.google.com

If you have any follow-up questions, hit us up in the discussion thread on this post! 
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Jennifer Goode
Any specific suggestions on using Slack notifications properly? We are considering introducing these for our contact center team for new leads or other workflow updates.
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Connor DeLaney
What kind of notifications did you have in mind? I think something like a Zapier integration could be super helpful here. 

Lead comes into HubSpot > Data syncs to Zapier > Zap sent in Slack to your contact center. 

Jessica Palmeri  you may know a better way to do this with HubSpot straight to Slack but this is what I've done in the past! 
Jessica Palmeri
No need for Zapier anymore Connor DeLaney ! HubSpot and Slack play nice without the need for a 3rd party: www.hubspot.com

One key tip to keep in mind Jennifer Goode is that once you integrate the two tools, you can use Workflows to build out custom slack notifications set to specific slack channels.

For example, we used this Slack notification set-up to inform our sales team when a new portal audit was purchased after HubSpot Training Day:
HubSpot Training Day Portal Audit Purchase Notification
View full-size Download

When you're setting up the notification, don't forget to include some additional properties! It helps to give more context so that your team members have a preview of the record (without having to click into HubSpot for more context)
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Jennifer Goode
I did not know this. Mind blown!
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Connor DeLaney
Right?! This had me rethinking a lot after I saw this was possible.