Deal stage alerts — HubSpot to Slack in Make

Dashboard > Create scenario > +

Create new scenario

Start with a blank scenario in Make. This will contain your trigger module and action modules.

1. 1Click the 'Create a new scenario' button on your Make dashboard
2. 2Click the large + icon in the center of the canvas
3. 3Search for 'HubSpot' in the app list
4. 4Select HubSpot from the results

HubSpot module > Watch Events

Set up HubSpot trigger

Configure the trigger to fire when a deal's stage changes. This webhook-based trigger fires instantly when HubSpot detects the change.

1. 1Select 'Watch Events' from the HubSpot trigger options
2. 2Click 'Create a webhook' if you don't have one connected
3. 3Choose 'deal.propertyChange' from the event type dropdown
4. 4Set the property filter to 'dealstage'

HubSpot module > Connection > Add

Connect HubSpot account

Authenticate your HubSpot account to allow Make to receive webhooks. You need admin access to set up webhooks.

1. 1Click 'Add' next to the Connection field
2. 2Enter your HubSpot account name
3. 3Click 'Sign in with HubSpot'
4. 4Authorize Make to access your HubSpot data
5. 5Click 'Save' to store the connection

Scenario canvas > Run once

Test HubSpot trigger

Verify the webhook receives data when you change a deal stage. Make needs sample data to configure the next modules.

1. 1Click 'OK' to save the HubSpot module settings
2. 2Go to your HubSpot account in another tab
3. 3Find any deal and change its pipeline stage
4. 4Return to Make and click 'Run once' on the scenario

Canvas > + > HubSpot > Get a Deal

Add HubSpot Get Deal module

The webhook only sends the deal ID, not full deal details. Add a second module to fetch the complete deal record with name, amount, and owner.

1. 1Click the + button to the right of the HubSpot trigger
2. 2Search for and select HubSpot again
3. 3Choose 'Get a Deal' from the actions list
4. 4Map the Deal ID field from the trigger output

HubSpot Get Deal module > Properties

Configure deal data retrieval

Specify which deal properties to fetch. You need deal name, amount, stage, and owner for the Slack message.

1. 1In the Deal ID field, click and select 'objectId' from the trigger data
2. 2Under Properties, add 'dealname', 'amount', 'dealstage', and 'hubspot_owner_id'
3. 3Check 'Include associations' to get contact and company data
4. 4Click 'OK' to save the module

Canvas > + > Slack > Create a Message

Add Slack module

Configure Slack to post the deal alert. You can send to a channel or DM the deal owner directly.

1. 1Click + after the Get Deal module
2. 2Search for and select Slack
3. 3Choose 'Create a Message' action
4. 4Select your Slack connection or create a new one

Slack module > Connection > Add

Connect Slack workspace

Authenticate with your Slack workspace. The bot needs permission to post in channels and send DMs.

1. 1Click 'Add' next to Connection if not already connected
2. 2Click 'Sign in with Slack'
3. 3Select your Slack workspace
4. 4Click 'Allow' to grant Make posting permissions
5. 5Verify the green connection badge appears

Slack module > Text field

Configure Slack message content

Build the notification message with deal details. Include deal name, new stage, amount, and owner for complete context.

1. 1Set Channel to your target channel (e.g. #deals) or leave blank for DM
2. 2In Text field, click the function icon to build dynamic content
3. 3Add: 'Deal moved: {{2.dealname}} → {{2.dealstage}} (${{2.amount}})'
4. 4Add a new line and include: 'Owner: {{2.hubspot_owner_id}}'
5. 5Click 'OK' to save the message template

🔔 New Lead: {{1.properties.firstname.value}} {{1.properties.lastname.value}}
Email: {{1.properties.email.value}}
Company: {{1.properties.company.value}}
Status: {{1.properties.hs_lead_status.value}}

Scenario canvas > Run once

Test complete workflow

Run the full scenario to verify Slack receives properly formatted messages. This confirms all data mapping works correctly.

1. 1Click 'Run once' at the bottom of the scenario
2. 2Go to HubSpot and change another deal's stage
3. 3Check your Slack channel for the notification message
4. 4Verify all deal details appear correctly in the post

Right-click module > Add error handler

Add error handling

Set up error handling for API failures or missing data. This prevents the scenario from breaking when HubSpot or Slack has issues.

1. 1Right-click each module and select 'Add error handler'
2. 2Choose 'Break' directive for critical failures
3. 3Add a 'Sleep' module before retrying failed operations
4. 4Set retry attempts to 3 with exponential backoff

Scenario canvas > Toggle switch > Save

Schedule and activate

Turn on the scenario to monitor deal changes continuously. Webhook-based scenarios run automatically when triggered.

1. 1Click the toggle switch at the bottom left to 'ON'
2. 2Set the scenario name to something descriptive like 'HubSpot Deal Alerts'
3. 3Click 'Save' to store all settings
4. 4Monitor the scenario dashboard for successful runs

Drop this into a Make custom function.

{{if(get(2; "amount"); formatNumber(get(2; "amount"); "$#,##0"); "Amount TBD")}}

{{if(get(2; "amount"); formatNumber(get(2; "amount"); "$#,##0"); "Amount TBD")}}