With this feature, you can provision customer Slack channels directly from either a Hubspot Company or Hubspot Deal object. If configured on the company object, the channel created will invite all contacts associated with the comapny. If configured on the deal object, the channel created will invite all contacts associated with the deal.
- Visit your Hubspot settings page by clicking the gear on your top navbar. Select
Click the orange
Fill in the details as shown in the screenshot below. If you are setting this flow up on the Company object, select Company instead. The
Groupvalue can be set as any of the available options. It is important that you click the code symbol next the
Labeland set the internal name properly. For Deals, the value should be
pylon_deal_slack_channel_nameand for Companies, the value should be
- Hit next, and on the the following screen set the field type as
On the Rules page, leave all the checkboxes unticked and hit
Go to an individual record page for an example Deal or a Company, depending on what you made the property on. In the left sidebar, click
View all properties.
- Scroll down on the page to the section you made the property into in Step 3 and select
Add to your view.
On an example Company or Deal object, you can now fill in a value for the property we added in your left sidebar. Then on your right sidebar, you will see the option to