Hubspot is one of the most admired and rapidly growing Sales and CRM platform — it has an amazing user base, a well-polished product and great team and culture. We at YellowAnt also use Hubspot for CRM and thought it would be awesome to be able to interface with our Hubspot account from Slack, where all customer, sales and marketing related conversations take place every day. We are happy to announce that we have finally shipped our YellowAnt Hubspot integration that lets you fetch data from Hubspot right from within your Slack channels and also create some powerful cross-application workflows. Check out the Hubspot Slack YellowAnt video below to get a feel of how powerful bringing Hubspot into Slack conversations can be!
Login to YellowAnt with your Slack account and navigate to the YellowAnt marketplace. Once there, search for Hubspot and integrate your Hubspot account with YellowAnt.
Hubspot on YellowAnt marketplace
Go back to Slack and YellowAnt will send you a message saying that your Hubspot has been successfully integrated.
To list the available commands with Hubspot, simply go the @yellowant bot DM and type “hubspot”
YellowAnt will list all available commands with Hubspot.
What can I do with YellowAnt from Slack?
You can do stuff like:
- Search for contacts
- Get a contact with email address
- List all deals
- List deals associated with a contact or company
- Add notes and tasks to contacts, deals and companies
- List all engagements associated with a contact, company or deal
- New Contact added
- New Company added
- New Deal added
- Deal state changed
To execute a Hubspot command,
- Type in @yellowant bot — hubspot
- This will list all the commands
- Search for your command and click on “Run this command”
- YellowAnt will prompt with a dialog box with inputs needed for the command
- Enter your inputs and click on “Execute”
- YellowAnt will execute your command
Searching for contacts
Navigate to Hubspot commands and click on “run this command” under “Search contacts”
Enter search query
YellowAnt fetches contact details
Contact drill-down — fetching company and deals associated
Get contact details
Get company details
Get associated engagements like Tasks, emails, notes etc.
Get deals and deal details
Add Notes and Tasks to deals, companies and contacts
New contact notification
New contact notification
New Deal notification
Powerful Workflows and Automations with Hubspot and JIRA/Asana etc.
Command workflow — creating custom commands with custom inputs that triggers a chain of actions across Hubspot and JIRA. In this example, we will create a custom command that takes a contact email address, gets the contact data from Hubspot and uses that data to create a follow up task on JIRA. This command is called hubspot2jira and we will add it to a collection called “workflows”
Step 1: Define custom command and inputs(email)
Step 2: Fetch Hubspot contact details using input(email)
Step 3: Construct JIRA ticket/Story from Hubspot contact data
Call custom command from Slack Channel or @yellowant DM
Invoke your custom command and Execute
Enter inputs and execute
YellowAnt creates a JIRA ticket from a Hubspot contact!
Event workflows are workflows triggered by a background event. Using the same example as above, we can create an event workflow that automatically creates a JIRA ticket(follow up with de) whenever a New Deal is added.
Step 1: Select Event Workflow
Step 2: Select Deal created notification as the trigger
Create an action with JIRA — create an issue
Create JIRA issue details with Hubspot data
Click on Save
YellowAnt will now automatically create a JIRA Ticket whenever a new deal is created!
The possibilities of automating Hubspot with YellowAnt are endless. Hope this blog was helpful — feel free to reach out to us at [email protected] or visit our documentation page here or join our community here!
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