Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
HubSpot
Slack

Sync HubSpot and Slack for Instant Alerts

Streamline your customer engagement by connecting HubSpot with Slack. Bardeen automates real-time notifications and updates in Slack channels when new contacts or deals are created in HubSpot, ensuring your team stays informed and collaborative. Enhance your workflow with seamless HubSpot-Slack integration.

Why automate HubSpot and Slack workflows?

how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

Available actions & triggers

Apps:
App Name Icon
App Name Icon
Types:
When HubSpot Company is created
Trigger
When a new Company is created
Trigger
Update task in HubSpot
Action
Get HubSpot Deal
Action
Get Slack user info
Action
When a new Deal is created
Trigger
Get HubSpot Company
Action
Create task in HubSpot
Action
Create HubSpot Contact
Action
Get HubSpot Product
Action
Update a note in HubSpot
Action
When HubSpot Product is created
Trigger
Delete a task in HubSpot
Action
Find tasks in HubSpot
Action
Delete note in HubSpot
Action
Find Slack users
Action
Create HubSpot Product
Action
Delete HubSpot Company
Action
Get HubSpot Ticket
Action
Create HubSpot Deal
Action
Update status to do not disturb
Action
Get HubSpot Contact
Action
Find Slack channels
Action
When a new Product is created
Trigger
Get Slack user info
Action
Delete ticket record
Action
Send file to Slack
Action
Delete HubSpot Contact
Action

FAQs

How does Bardeen integrate HubSpot with Slack?

Bardeen integrates HubSpot and Slack using their respective APIs. It allows for automatic messaging in Slack based on HubSpot events and using Slack messages to trigger automated tasks in HubSpot.

What can Bardeen’s automations do with HubSpot and Slack?

With Bardeen's automations, marketing and sales teams gain efficiency by integrating HubSpot with Slack. For instance, you can set up automatic notifications in a Slack channel every time a new lead is added to HubSpot, ensuring immediate follow-up and efficient communication.

Why should I automate my tasks in HubSpot?

Automating tasks in HubSpot can revolutionize your productivity by saving you significant time, allowing you to focus on the strategic aspects of your role. For sales teams, this could mean automated follow-ups, pipeline management, and lead nurturing, leading to improved conversion rates. Founders can utilize automation for better customer relationship management, ensuring no lead or customer query falls through the cracks. Even recruiters can leverage HubSpot automation for organized candidate tracking and communication. By automating these essential tasks, you gain the freedom to focus on high-impact activities that drive growth and innovation in your role.

Why should I automate my tasks in Slack?

Automating your tasks in Slack is a strategy that leverages time-saving efficiencies while boosting your team's overall output. Regardless of your role, the benefits of automation are considerable. For developers, it can mean automated code reviews and bug reporting. If you're in sales or recruiting, automation can streamline your lead or candidate tracking. Founders can effectively manage projects and teams, while those involved in market research can automate data acquisition and analysis. By automating routine tasks, you free up time for critical thinking and decision making, enhancing your productivity and making a larger impact on your organization.

Does HubSpot integrate with Slack?

Yes, HubSpot can be integrated with Slack using an automation SaaS like Bardeen. This allows seamless data transfer and communication between both platforms.

How can I send HubSpot notifications to Slack using Bardeen?

You can send HubSpot notifications to Slack using Bardeen by creating an automation flow that triggers an alert in Slack whenever a specific event occurs in HubSpot.

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