HubSpot and Slack automations

Ready-made scenarios where HubSpot and Slack work for you: pick one — a copy appears in your account and runs on its own.

89 scenarios

Email validation for new CRM contacts
Unassigned support tickets — as a list in Slack
A booked meeting — a CRM task and a reminder
Website check for new HubSpot companies
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
A messenger ping for every big new lead
Chat messages — into support tickets
A paid invoice moves the deal in your CRM
Support tickets — as a thread in your team chat
New deals routed automatically — to the team, table, and slides
A weekly leads-and-deals report — to your messenger
Priority for big-budget leads — straight to the CRM and a team signal
Who just visited — company intel and a lead score
Refresh CRM contacts and surface the ones matching your ICP
Job changes among your contacts — CRM updated, rep notified same day
Which channel brings deals — a per-source breakdown in Slack
Early churn-risk detection from Zendesk tickets
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Sort outreach replies with actions in hubspot
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
New contacts enrich themselves — and senior ones ping your reps
The follow-up after a meeting — written for you
New-lead handling: CRM entry, team alert and reminder
Form leads into the CRM: no duplicates, with a score and an alert
Auto-handle lead replies from email — CRM task and sales alert
Call summaries — sent to your team and CRM automatically
Cold deals close themselves — and bring back feedback
CRM contact lookup right inside your team chat
Stalled deals bring themselves back to life
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Business card into your address book with one photo
Contract renewal reminders: an email to the client, a task for the rep
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
A hiring signal — into a ready sales lead automatically
Smart lead routing to reps — instant, with no manual assignment
A support ticket digest — every morning
Email replies with the client's history in mind — with your approval
Early warnings on at-risk deals, delivered to the rep's chat
Client renewal reminders — ahead of time
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Ticket triage and escalation with response-time control
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
Enrich leads and get alerts on strong ones
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Alerts for customers losing interest: to the rep, into a task, and by email
Website leads — enrichment, scoring and routing to CRM
Automated sales pipeline: enrichment, CRM and dashboard
Enrich and score inbound leads, straight into your CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
A summary of support tickets — topics and customer mood
Catch churning customers early: record updated, task created, team alerted
Customer feedback from every channel, turned into themes and tasks
Client onboarding after a won deal
Invoices from email into accounting, with approval
Support metrics from two systems — in one weekly report
SLA monitoring that warns before a ticket breaches
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Payment issue handling: a reply to the customer, an escalation to the team
Voice of the customer from every channel: collected, clustered, acted on
Incoming lead sorting and routing — automatically
Automatic lead enrichment and scoring — hot leads first
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Company lists loaded into your CRM: no duplicates, enriched, approved
Meeting recording → tasks, a client email and an updated CRM record
A requirements doc that keeps itself current
Feedback triage and customer replies — automatically
Adding and enriching CRM leads without duplicates
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs