The HubSpot app will return the first three results for your search term, which will include basic information about the contact, company, deal, ticket or task.
Input the criteria you want to search by and select the channel to display the search results in.
You can search for contacts, companies, deals, tickets or tasks.
In the popup modal, click the HubSpot Record Type dropdown and select the record type you want to search for.
If your Slack workspace is connected to multiple HubSpot accounts, you will see a message to select the HubSpot account to search.
In the search bar, enter Search with HubSpot and click the result.
In your Slack channel, click the + icon in the reply text box.
You can use slash commands in Slack, or the HubSpot Search shortcut in Slack to search for any records in your HubSpot portal. Search for and share your records in Slack
You can also view a preview of a contact record when you copy and paste a contact record URL into a Slack channel or direct message.
To view the record in HubSpot, click the name of the record in the message.
The contact, company or deal will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.
In the dialog box, enter the required fields for your contact, company or deal.
Click Create a company, Create a contact or Create a deal.
In Slack, from any channel or direct message, click the Shortcuts icon, then click HubSpot.
View and create contacts, companies and deals If you have more than 10 fields in your ticket, create a new ticket from the tickets index page. The following property field types are not supported: Attach a file, HubSpot us er, Multiple checkbox and Calculation. Please note: the Create a ticket action has a maximum of 10 fields (required or otherwise) that can be added.
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After posting a ticket to the channel or thread, click the Update ticket status dropdown menu to change the ticket status.
Click Add note to write a note on the task or ticket timeline.
Click Post to channel or Post to thread to post the task or ticket message to the Slack channel or thread.
Click Add association to associate a contact, company, or deal with the task or ticket.
To view the task or ticket in HubSpot, click the name of the task or ticket in the message.
The task or ticket will automatically be created in HubSpot, and the HubSpot app will post a message in the channel that is only visible to you.
Or, if you have more than four HubSpot accounts, click the Choose account dropdown menu and select a HubSpot account.
If you have multiple HubSpot accounts connected to your Slack workspace, a prompt will appear in Slack to select the HubSpot account for the action.
In the dialog box, enter the required fields for your task or ticket.
, then select Create a task or Create a ticket.
Hover over a message and click the More actions icon.
If you create a task or ticket from a message in a direct message, group message, or private channel where the HubSpot app wasn't invited to, the task or ticket will be created in HubSpot but the HubSpot app will not post a notification in Slack. It is recommended to create tasks and tickets in public channels, or private channels that the HubSpot app is invited to. You can create a HubSpot task or ticket from a Slack message, or update a current record in your HubSpot account. Once you’ve connected the Slack app to your HubSpot account, you can view, create, and update records from Slack.