Convert Your Sales Wins from Slack into Hubspot Deals
You text yourself or your cofounder a quick 'we just closed $15k with Acme Corp', but logging it into Hubspot feels like another chore. This automation creates the deal record without you ever opening the CRM tab.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Sales momentum is fast. You capture wins in DMs because it's quick, but you never come back to add them to the pipeline. Your Hubspot records fall out of sync with reality, and your metrics are always wrong.
- Record deals instantly in the moment of the win
- Skip the CRM form entirely
- Keep pipeline metrics accurate in real-time
- Turn impulsive messaging into organized records
Setup
Build it in a few focused steps.
- 1Connect Slack and Hubspot to Notis in the portal.
- 2Create an automation: 'When I send a direct message about a sales win, create a deal in Hubspot with the amount and company.'
- 3Select 'Direct Message' as the trigger type.
- 4Choose the Slack channel where Notis reports back (e.g., #sales-wins or #pipeline).
- 5Send a test DM like 'Closed $10k with TechCorp' and verify the deal appears in Hubspot.
Questions about this workflow
Does this work with any DM or just ones to specific people?
It works with all direct messages to you in Slack. You can create additional automations for team members to log their own deals.
What deal fields get populated?
Notis extracts the company name, deal amount, and any other details you mention. You can update other fields like stage, owner, or close date in Hubspot later.
What if the company doesn't exist in Hubspot yet?
Notis can create the company record at the same time it creates the deal, or you can handle company creation separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hubspot. A trigger fires from one place; an action lands in another.
Slack triggers
Hubspot actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
Do this · Action
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