Slack Guides

HubSpot Slack Integration: Easy & Quick Step-By-Step Integration Guide

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3 mins to read

In the dynamic world of sales and marketing, efficiency is key. The integration of HubSpot and Slack stands as a testament to this, offering a streamlined approach to managing your workflow and enhancing customer relationships. This guide delves into the practical steps needed to achieve this integration, positioning you for greater success in your daily tasks.

We’ll discuss:

  • A straightforward, no-nonsense walkthrough on integrating HubSpot with Slack 🤓.
  • Clear-cut steps to make this integration your secret weapon for efficiency đź’Ş.

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Step 1: Log in to HubSpot

Kicking off your integration journey begins with a simple but essential step: logging into HubSpot. Here's how to get started:

  1. Ensure Accounts Are Ready: Confirm you have active HubSpot and Slack accounts. If not, it's time to create them.
  2. Download the HubSpot App: Find and download the HubSpot app from your app store for easy access. In case you are in a hurry, you can also launch the website and complete the integration process from there. 
  3. Log In: Launch the app and sign in using your HubSpot credentials. This is your first step towards a streamlined workflow!

Step 2: Access Settings

Once you’ve logged in, the next step is navigating to the Settings tab on your screen. Here’s what to do:

  1. Locate the Gear Icon: Look for a gear icon in the top right corner of your screen.
  2. Open Settings: Click on this icon to unveil a vertical navigation bar.
  3. Explore Options: Here, you'll find various preferences and account setup options.

Step 3: Dive into the Integrations Section

Now that you're in the settings, it's time to zero in on integrations. Follow these steps:

  1. Click on Integrations: You can find this under the heading “Account Settings”. Selecting will display a dropdown with various choices.
  2. Choose Connected Apps: Click 'Connected Apps' to open a new page.

Step 4: Connect HubSpot and Slack

You're almost there! This step is about connecting your HubSpot and Slack accounts. 

Let's do this:

  1. Enter the App Marketplace: Click on a button labeled “visit app marketplace” to be taken to a new page with a search bar at the top.
  2. Search for Slack: Type "Slack" in the search bar.
  3. Select and Install Slack: Click on the Slack option when it appears, then hit the 'Install' button to start the integration process.

Step 5: Review Permissions

You've integrated Slack; now it's time to bring it all together by setting the right permissions. 

Here's how:

  1. Log into Your Slack Workspace: Open Slack and log into your existing workspace.
  2. Grant Permissions to HubSpot: A prompt will appear asking to grant permissions to HubSpot.
  3. Click 'Allow': Review and click 'Allow' to complete the integration, ensuring a seamless connection between HubSpot and Slack.

The Finish Line

There you go! You've successfully integrated HubSpot and Slack, setting the stage for a more connected and efficient workflow. It's a significant step towards smoother, more cohesive team communication and management. 

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