How to Send HubSpot Lead Notifications to Slack with Pipedream

Workflows > + New

Create new workflow

Go to pipedream.com and click Workflows in the left sidebar. Click the green + New button in the top right corner. You'll see a blank workflow canvas with 'Select a trigger' at the top. This is where we'll connect HubSpot as the data source.

1. 1Click Workflows in the left navigation
2. 2Click the green + New button
3. 3You'll see the workflow builder with trigger selection

Trigger > HubSpot > New Contact

Add HubSpot webhook trigger

Click 'Select a trigger' and search for 'HubSpot' in the apps list. Select the HubSpot app, then choose 'New Contact' from the trigger options. This creates an instant webhook that fires every time a contact is added to your HubSpot CRM. Pipedream will generate a unique webhook URL for this trigger.

1. 1Click 'Select a trigger'
2. 2Search for 'HubSpot' and select it
3. 3Choose 'New Contact' from the trigger list
4. 4Click Continue to proceed

HubSpot Trigger > Connect Account

Connect HubSpot account

Click 'Connect Account' under the HubSpot trigger. A popup will open asking you to authorize Pipedream to access your HubSpot data. Log in with your HubSpot credentials and grant permissions for contacts, companies, and properties. Make sure you have admin access in HubSpot to complete this step.

1. 1Click 'Connect Account' in the trigger configuration
2. 2Log in to HubSpot in the popup window
3. 3Click 'Grant access' for the requested permissions
4. 4Return to Pipedream after successful authorization

HubSpot Settings > Automation > Workflows

Configure HubSpot webhook in CRM

Open HubSpot in a new tab and navigate to Settings > Integrations > Private Apps or Workflows. Create a new workflow that triggers on 'Contact creation' and add a webhook action. Paste the webhook URL from Pipedream into the webhook destination field. Set the method to POST and include contact properties in the payload.

1. 1Go to HubSpot Settings > Automation > Workflows
2. 2Click 'Create workflow' and select 'Contact-based'
3. 3Set trigger to 'Contact is created'
4. 4Add action 'Send webhook' and paste Pipedream URL

Pipedream Trigger > Test Events

Test the webhook connection

Go back to Pipedream and create a test contact in HubSpot to verify the webhook works. Add a contact with name, email, and company fields filled out. Within 10-15 seconds, you should see the contact data appear in the Pipedream trigger. Click 'Use this event' to confirm the data structure looks correct.

1. 1Create a new contact in HubSpot with test data
2. 2Wait 10-15 seconds for the webhook to fire
3. 3Check the Pipedream trigger for incoming data
4. 4Click 'Use this event' to proceed

Add Step > Slack > Send Message to Channel

Add Slack step

Click the + button below the HubSpot trigger to add a new step. Search for 'Slack' in the apps list and select it. Choose 'Send message to channel' as the action type. This will let us post formatted messages to any Slack channel when new leads come in.

1. 1Click the + button under the trigger
2. 2Search for 'Slack' and select the app
3. 3Choose 'Send message to channel' action
4. 4Click Continue to configure

Slack Step > Connect Account

Connect Slack workspace

Click 'Connect Account' in the Slack step configuration. Pipedream will open Slack's OAuth flow where you'll authorize access to your workspace. Make sure you're logged into the correct Slack workspace and have permission to add apps. Grant access to channels and messaging permissions.

1. 1Click 'Connect Account' in the Slack configuration
2. 2Select your Slack workspace from the list
3. 3Click 'Allow' to grant Pipedream permissions
4. 4Confirm the connection back in Pipedream

Slack Step > Message Configuration

Configure message content

Set the channel to #sales (or your preferred channel). In the message text field, use HubSpot data from the trigger to build a formatted notification. Include contact name, email, company, and lead source using double curly braces to reference the webhook data fields. Add some basic formatting to make it readable.

1. 1Select #sales from the channel dropdown
2. 2Click in the message text field
3. 3Use {{ }} syntax to insert HubSpot contact fields
4. 4Add formatting and labels for readability

Add Step > Code > Node.js

Add data transformation step

Click + to add a Node.js code step between HubSpot and Slack. This lets you clean up the data before sending it to Slack. You can format the company name, handle missing fields with fallbacks, and structure the message exactly how you want it to appear in your sales channel.

1. 1Click + between the HubSpot and Slack steps
2. 2Select 'Code' then 'Run Node.js code'
3. 3Write code to format the contact data
4. 4Return the formatted data using $.send()

Add this Node.js code step between HubSpot and Slack to format contact data, handle missing fields, and create direct links to contact records. Paste this in the code editor step.

export default defineComponent({
  async run({ steps, $ }) {
    const contact = steps.trigger.event;

export default defineComponent({
  async run({ steps, $ }) {
    const contact = steps.trigger.event;
    
    // Format the full name with fallbacks
    const firstName = contact.firstname || '';
    const lastName = contact.lastname || '';
    const fullName = `${firstName} ${lastName}`.trim() || 'Unknown Contact';
    
    // Clean up company name
    const company = contact.company || 'Company not provided';
    
    // Map lead source to readable format
    const sourceMap = {
      'ORGANIC_SEARCH': 'Organic Search',
      'PAID_SEARCH': 'Google Ads',
      'PAID_SOCIAL': 'Social Media Ads',
      'DIRECT_TRAFFIC': 'Direct Website',
      'EMAIL_MARKETING': 'Email Campaign',
      'SOCIAL_MEDIA': 'Social Media'
    };
    
    const leadSource = sourceMap[contact.hs_analytics_source] || contact.hs_analytics_source || 'Unknown';
    
    // Build HubSpot contact URL
    const contactId = contact.hs_object_id;
    const hubspotUrl = `https://app.hubspot.com/contacts/your-hub-id/contact/${contactId}`;
    
    // Format job title with fallback
    const jobTitle = contact.jobtitle || 'Title not provided';
    
    // Create formatted Slack message
    const slackMessage = `🚨 *New Lead Alert*
` +
      `👤 *Name:* ${fullName}\n` +
      `🏢 *Company:* ${company}\n` +
      `📧 *Email:* ${contact.email}\n` +
      `💼 *Title:* ${jobTitle}\n` +
      `🎯 *Source:* ${leadSource}\n` +
      `🔗 <${hubspotUrl}|View in HubSpot>`;
    
    return {
      formattedName: fullName,
      formattedCompany: company,
      formattedSource: leadSource,
      slackMessage: slackMessage,
      hubspotUrl: hubspotUrl
    };
  }
});

Deploy > Test Workflow

Test the complete workflow

Click 'Deploy' in the top right to activate your workflow. Create another test contact in HubSpot with different data to verify the end-to-end flow works. Check your Slack channel within 30 seconds - you should see a formatted message with the new lead information. Verify all fields display correctly and links work.

1. 1Click the 'Deploy' button in the top right
2. 2Create a new contact in HubSpot with realistic data
3. 3Wait 30 seconds and check your Slack channel
4. 4Verify the message formatting and data accuracy