How to Send New HubSpot Lead Notifications to Slack with Make

Dashboard > Create a new scenario

Create new scenario

Start a fresh Make scenario to connect HubSpot and Slack. This establishes the automation framework for lead notifications.

1. 1Log into Make and click 'Create a new scenario'
2. 2Click the center circle with the + icon
3. 3Type 'HubSpot' in the search box
4. 4Select 'HubSpot' from the app list

HubSpot module > Triggers > Watch Contacts

Set HubSpot trigger

Configure the trigger to fire when new contacts are created. This monitors HubSpot for fresh leads that need notifications.

1. 1Click on the HubSpot module
2. 2Select 'Watch Contacts' from the trigger list
3. 3Choose 'Create a connection' and enter your HubSpot API key
4. 4Set the limit to 10 contacts per execution

Scenario execution > HubSpot module output

Test HubSpot connection

Verify the trigger pulls real contact data from your HubSpot account. This confirms the integration works and shows available fields.

1. 1Click 'Run once' at the bottom of the scenario
2. 2Wait 5-10 seconds for Make to fetch data
3. 3Click on the HubSpot module to view the retrieved contact
4. 4Verify you see fields like firstname, lastname, email, company

Add module > Slack > Create a Message

Add Slack module

Insert the Slack messaging module to send notifications. This creates the second step in your automation chain.

1. 1Click the + button to the right of the HubSpot module
2. 2Search for 'Slack' in the app menu
3. 3Select 'Slack' from the results
4. 4Choose 'Create a Message' as the action

Slack module > Connection settings

Connect Slack workspace

Authenticate Make with your Slack workspace to enable message posting. This grants permission to send notifications to your channels.

1. 1Click 'Create a connection' in the Slack module
2. 2Select your Slack workspace from the OAuth popup
3. 3Click 'Allow' to grant Make posting permissions
4. 4Verify the connection shows as 'Connected'

Slack module > Channel and Text configuration

Configure channel and message

Set the target channel and build the notification message template. This defines where alerts go and what information reps see.

1. 1Select '#sales' from the Channel dropdown
2. 2In the Text field, click the function icon
3. 3Choose 'firstname' from the HubSpot data
4. 4Add text: 'New lead: ' before the firstname field

🔔 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}}

Slack module > Text field with HubSpot data mapping

Build complete message format

Add all required lead information to the Slack message. This gives sales reps the full context they need for immediate follow-up.

1. 1After firstname, add a space and insert 'lastname' field
2. 2Add new line and insert 'Email: ' followed by the 'email' field
3. 3Add another line with 'Company: ' and the 'company' field
4. 4Insert 'Lead Source: ' and map the 'hs_analytics_source' field

🔔 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}}

Slack module > Text field formatting

Add message formatting

Format the Slack message for better readability and visual impact. This makes notifications stand out in busy sales channels.

1. 1Wrap the contact name in asterisks for bold: '*John Smith*'
2. 2Add the 📧 emoji before the email line
3. 3Add the 🏢 emoji before the company line
4. 4Add the 🎯 emoji before the lead source line

🔔 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 execution > #sales Slack channel

Test the complete workflow

Run the full automation to verify Slack receives properly formatted notifications. This confirms everything works before going live.

1. 1Click 'Run once' to execute the complete scenario
2. 2Check your #sales Slack channel for the test message
3. 3Verify all fields populated correctly in the notification
4. 4Confirm the formatting displays as expected

Slack module > Right-click menu > Error handler

Configure error handling

Set up error handling to prevent scenario failures from breaking the workflow. This ensures reliable notification delivery even when issues occur.

1. 1Right-click on the Slack module
2. 2Select 'Add error handler'
3. 3Choose 'Break' from the error handler options
4. 4Save the scenario with Ctrl+S or Cmd+S

Scenario controls > Schedule settings

Set execution schedule

Activate the scenario to run automatically and check for new leads. This puts the automation into production mode.

1. 1Toggle the scenario switch to 'ON' at the bottom left
2. 2Set the schedule to 'Every 5 minutes'
3. 3Click 'Save' to confirm the settings
4. 4Verify the scenario shows as 'Active'

Drop this into a Make custom function.

{{if(contains(lower(13.hs_analytics_source); "organic"); "🌱 Organic Search"; if(contains(lower(13.hs_analytics_source); "paid"); "💰 Paid Ads"; "📍 " + 13.hs_analytics_source))}}

{{if(contains(lower(13.hs_analytics_source); "organic"); "🌱 Organic Search"; if(contains(lower(13.hs_analytics_source); "paid"); "💰 Paid Ads"; "📍 " + 13.hs_analytics_source))}}