How to Send HubSpot Deal Stage Alerts to Slack with Zapier

Dashboard > Create Zap > Trigger

Create New Zap

Start building your automation by creating a new Zap. You'll connect HubSpot as the trigger and Slack as the action.

1. 1Click 'Create Zap' button on your Zapier dashboard
2. 2Click on 'Trigger' section to set up your trigger app
3. 3Type 'HubSpot' in the search box and select it

Trigger > HubSpot > Event

Configure HubSpot Deal Updated Trigger

Set HubSpot to trigger when a deal's stage changes. This catches every stage movement in your pipeline.

1. 1Select 'Deal Updated' from the Event dropdown
2. 2Click 'Continue' to proceed to account connection
3. 3Choose which deal properties to watch for changes

Trigger > HubSpot > Account

Connect HubSpot Account

Link your HubSpot account so Zapier can monitor deal changes. You'll need admin permissions to authorize the connection.

1. 1Click 'Sign in to HubSpot' button
2. 2Enter your HubSpot login credentials in the popup
3. 3Click 'Grant access' to authorize Zapier
4. 4Select your HubSpot account from the dropdown

Trigger > HubSpot > Configure

Filter for Stage Changes Only

Configure the trigger to only fire when the deal stage property specifically changes. This prevents notifications for irrelevant deal updates.

1. 1In the 'Property Name' dropdown, select 'dealstage'
2. 2Leave 'Property Value' blank to catch any stage change
3. 3Click 'Continue' to proceed to testing

Trigger > HubSpot > Test

Test HubSpot Trigger

Pull in a recent deal update to test the connection. Zapier needs sample data to configure the Slack message.

1. 1Click 'Test trigger' button
2. 2Wait for Zapier to find recent deal updates
3. 3Select a deal record that shows stage change data
4. 4Click 'Continue with selected record'

Action > App Selection

Add Slack Action

Set up Slack as your action app to send the notification. You can post to channels or send direct messages.

1. 1Click the '+' icon below your trigger to add an action
2. 2Search for 'Slack' and select it
3. 3Choose 'Send Channel Message' or 'Send Direct Message' based on your preference

Action > Slack > Account

Connect Slack Account

Authorize Zapier to post messages in your Slack workspace. You'll need permission to add apps to the workspace.

1. 1Click 'Sign in to Slack'
2. 2Select your Slack workspace from the list
3. 3Click 'Allow' to grant posting permissions
4. 4Confirm your connected Slack account appears

Action > Slack > Set up action

Configure Slack Message

Set up your notification message with deal details. Include deal name, value, new stage, and owner for context.

1. 1Select your target channel from the 'Channel' dropdown
2. 2In the 'Message Text' field, click the '+' icon to insert HubSpot data
3. 3Add deal name, amount, stage, and owner fields from the dropdown
4. 4Format the message like: 'Deal Update: [Deal Name] moved to [Stage] - $[Amount] - Owner: [Owner Name]'

🔔 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}}

Action > Slack > Message configuration

Add Deal Link and Next Steps

Include a direct link to the deal and suggested next steps. This makes your notifications actionable for the team.

1. 1Add the HubSpot deal URL field to your message
2. 2Include relevant next step or task information if available
3. 3Format as: 'Next Steps: [Next Step Field] - View Deal: [Deal URL]'

Action > Slack > Test

Test Slack Message

Send a test notification to verify formatting and data mapping. This confirms everything works before going live.

1. 1Click 'Test action' button
2. 2Check your Slack channel for the test message
3. 3Verify all deal data appears correctly formatted
4. 4Click 'Continue' if the test looks good

🔔 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}}

Steps > Filter > Conditions

Add Conditional Logic

Set up filters to only notify for important stages like Proposal, Negotiation, or Closed Won. This prevents notification spam.

1. 1Click 'Add step' between HubSpot and Slack
2. 2Choose 'Filter' from the options
3. 3Set condition: 'Deal Stage' contains 'Proposal' OR 'Negotiation' OR 'Closed Won'
4. 4Click 'Continue' to apply the filter

Zap Editor > Publish

Publish and Monitor

Turn on your Zap and monitor the first few notifications. Check that messages fire within 5-15 minutes of stage changes.

1. 1Click 'Publish Zap' button in the top right
2. 2Give your Zap a descriptive name like 'HubSpot Deal Stage → Slack Alerts'
3. 3Turn on the Zap toggle
4. 4Test by changing a deal stage in HubSpot

Drop this into a Zapier Code step.

{{deal_name}} moved to {{dealstage_label}} 🎯
💰 Value: ${{amount}}
👤 Owner: {{hubspot_owner_id_label}}

{{deal_name}} moved to {{dealstage_label}} 🎯
💰 Value: ${{amount}}
👤 Owner: {{hubspot_owner_id_label}}
📅 Close: {{closedate}}
🔗 <{{hs_deal_record_url}}|View in HubSpot>