How to Send Deal Stage Alerts to Slack with Power Automate

My flows > +New flow > Automated cloud flow

Create automated cloud flow

Navigate to make.powerautomate.com and sign in with your Microsoft account. Click My flows in the left sidebar, then +New flow in the top menu. Select Automated cloud flow from the dropdown options. Name your flow something like 'HubSpot Deal Stage Alerts' and leave the trigger selection empty for now.

1. 1Click My flows in the left sidebar
2. 2Click +New flow in the top menu
3. 3Select Automated cloud flow
4. 4Name the flow 'HubSpot Deal Stage Alerts'
5. 5Click Create without selecting a trigger

Trigger > Search connectors > HubSpot > When a deal is updated

Add HubSpot trigger

Click the trigger box and search for 'HubSpot' in the connector list. Select the HubSpot connector, then choose 'When a deal is updated' as your trigger. This fires whenever any deal property changes, including stage movements. You'll need to authenticate with your HubSpot account if this is your first time connecting.

1. 1Click the empty trigger box
2. 2Type 'HubSpot' in the search bar
3. 3Select the HubSpot connector
4. 4Choose 'When a deal is updated' trigger
5. 5Sign in to your HubSpot account when prompted

When a deal is updated > Configure parameters

Configure deal trigger settings

In the trigger configuration, you'll see options for which deals to monitor. Leave the Object ID field empty to monitor all deals. Set the Properties field to include 'dealstage,dealname,amount,closedate' so these values are available in your flow. The trigger will fire for any deal update, so we'll filter for stage changes in the next step.

1. 1Leave Object ID blank
2. 2In Properties field, enter 'dealstage,dealname,amount,closedate'
3. 3Leave other fields at default settings
4. 4Click outside the box to save settings

+New step > Control > Condition

Add condition to filter stage changes

Click +New step below the trigger. Search for 'Condition' in the control actions. Select the Condition control to add filtering logic. We need to check if the dealstage property actually changed, not just any deal property. In the left side of the condition, click Choose a value and select 'dealstage' from the dynamic content.

1. 1Click +New step below the HubSpot trigger
2. 2Search for 'Condition' in the actions
3. 3Select Condition from Control actions
4. 4Click the left Choose a value box
5. 5Select 'dealstage' from dynamic content

Condition > Configure comparison

Configure stage change condition

Set the condition operator to 'is not equal to' and leave the right side empty for now. This basic condition ensures the flow continues when dealstage has a value. For more precise filtering, you could specify exact stages like 'Qualified' or 'Proposal', but monitoring all stage changes is usually more useful for sales teams.

1. 1Set the middle dropdown to 'is not equal to'
2. 2Leave the right value box empty
3. 3This creates a 'not null' check for dealstage

Condition > If yes > Add an action > Slack > Post message

Add Slack connection

In the 'If yes' branch of the condition, click Add an action. Search for 'Slack' and select the Slack connector. Choose 'Post message' as your action. You'll need to authenticate with your Slack workspace and grant permissions for Power Automate to post messages on your behalf.

1. 1Click Add an action in the 'If yes' branch
2. 2Search for 'Slack' in connectors
3. 3Select the Slack connector
4. 4Choose 'Post message' action
5. 5Authorize Power Automate access to your Slack workspace

Post message > Configure channel and message

Configure Slack message details

Select your target channel from the Channel dropdown - typically something like #sales or #deals. In the Message field, build your notification text using dynamic content from HubSpot. Include deal name, stage, amount, and owner information to make alerts actionable for your team.

1. 1Select your channel from the Channel dropdown
2. 2Click in the Message field
3. 3Add dynamic content: Deal name, stage, amount
4. 4Format with emojis or formatting for readability

Post message > Message content formatting

Format notification message

Create a clear, scannable message format. Include the deal name, new stage, dollar amount, and next steps. Use Slack formatting like bold text with asterisks or line breaks for readability. Consider adding the HubSpot deal URL so team members can click through directly from Slack.

1. 1Type a template like: '*Deal Update:* [Deal Name]'
2. 2Add line break and stage info
3. 3Include amount with currency formatting
4. 4Add HubSpot deal URL if available in dynamic content

Flow header > Save > Test > Manual test

Test the flow

Click Save in the top right, then Test in the header menu. Choose 'I'll perform the trigger action' to test with real data. Go to HubSpot and move a test deal to a different stage. Return to Power Automate within 2-3 minutes to see if the flow triggered successfully.

1. 1Click Save in the top menu
2. 2Click Test next to the Save button
3. 3Select 'I'll perform the trigger action'
4. 4Click Save & Test
5. 5Go update a deal stage in HubSpot

Flow header > Turn on

Enable flow for production

Once testing succeeds, click Turn on in the flow header to activate it for all future deal updates. Monitor the flow for the first few days to ensure message formatting looks correct and you're not getting too much noise. You can adjust the condition logic or message content anytime by editing the flow.

1. 1Click Turn on in the flow header
2. 2Confirm activation in the popup
3. 3Monitor #sales channel for incoming notifications
4. 4Edit flow if message formatting needs adjustment

Use Power Automate expressions to format currency and resolve owner names. Add this expression in the Message field to properly format deal amounts and create clean notifications.

formatNumber(div(outputs('When_a_deal_is_updated')?['body/amount'], 1), 'C')
// For owner name resolution, add this before Slack step:
concat('https://api.hubapi.com/owners/v2/owners/', outputs('When_a_deal_is_updated')?['body/hubspot_owner_id'])

formatNumber(div(outputs('When_a_deal_is_updated')?['body/amount'], 1), 'C')

// For owner name resolution, add this before Slack step:
concat('https://api.hubapi.com/owners/v2/owners/', outputs('When_a_deal_is_updated')?['body/hubspot_owner_id'])

// Clean stage formatting:
replace(outputs('When_a_deal_is_updated')?['body/dealstage'], '_', ' ')

// Deal URL construction:
concat('https://app.hubspot.com/contacts/', variables('portal_id'), '/deal/', outputs('When_a_deal_is_updated')?['body/hs_object_id'])