Turn Slack Conversations into Hubspot Contacts
Neurodivergent founders often get interrupted context-switching between Slack and CRM tools. This automation creates contact records the moment you mention a prospect in your team channel, so nothing falls through the cracks.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
You're having a fast-paced conversation about a new lead in Slack, but you know you'll forget to manually add them to Hubspot. Switching tabs breaks focus, and half the time the contact never actually gets entered.
- Eliminate manual contact entry
- Capture leads in real-time without context-switching
- Keep your CRM and team channel in sync
- Reduce forgotten follow-ups with automatic record creation
Setup
Build it in a few focused steps.
- 1Connect your Slack workspace to Notis (one-time setup in the Notis portal).
- 2Connect your Hubspot account to Notis.
- 3Create a new automation by telling Notis: 'When someone mentions a lead in our #sales channel, create a new Hubspot contact with their details.'
- 4Choose Slack channel message as your trigger and set your sales channel.
- 5Test by having a teammate post a prospect name and email in the channel.
Questions about this workflow
What information gets captured for the contact?
Notis reads the Slack message and extracts relevant details like name, email, company, or phone number if included. It creates the contact in Hubspot with this information.
Can I filter which channels trigger this automation?
Yes. When setting up the automation, specify which Slack channels should trigger contact creation (e.g., only #sales, not all channels).
What if someone posts a lead but with incomplete information?
Notis creates the contact with whatever details are available. You can update the record in Hubspot later with missing information.
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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