How to Send HubSpot New Lead Notifications to Slack with Zapier

Dashboard > Create Zap

Create a new Zap

Start building your automation by creating a new Zap. This will walk you through connecting HubSpot as your trigger and Slack as your action.

1. 1Log into your Zapier dashboard
2. 2Click the orange 'Create Zap' button in the top left
3. 3You'll see the Zap editor with Step 1 (Trigger) selected

Zap Editor > Step 1 > Choose App & Event

Set HubSpot as trigger app

Configure HubSpot to detect when new contacts are created. The 'New Contact' trigger fires every time someone fills a form or gets manually added.

1. 1Type 'HubSpot' in the app search bar
2. 2Click on the HubSpot app icon
3. 3Select 'New Contact' from the trigger event dropdown
4. 4Click 'Continue'

Zap Editor > Step 1 > Choose Account

Connect your HubSpot account

Link your HubSpot CRM so Zapier can access your contact data. You'll need admin permissions to authorize the connection.

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

Zap Editor > Step 1 > Test

Test the HubSpot trigger

Pull in a recent contact from HubSpot to see what data is available. This sample contact will be used to map fields in the Slack message.

1. 1Click 'Test trigger' button
2. 2Wait for Zapier to find recent contacts
3. 3Review the sample contact data that appears
4. 4Click 'Continue with selected record'

Zap Editor > Step 2 > Choose App & Event

Add Slack as action app

Set up Slack to receive the notification message. The 'Send Channel Message' action posts to any public or private channel your bot can access.

1. 1Click the '+ ' button to add Step 2
2. 2Search for and select 'Slack'
3. 3Choose 'Send Channel Message' from the action event list
4. 4Click 'Continue'

Zap Editor > Step 2 > Choose Account

Connect your Slack workspace

Authorize Zapier to post messages to your Slack channels. This creates a Zapier bot in your workspace with permission to send notifications.

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

Zap Editor > Step 2 > Set up action

Configure the Slack message

Set up which channel gets notified and what information to include. Map the HubSpot contact fields to create a useful notification for your sales team.

1. 1Select '#sales' from the Channel dropdown
2. 2In the Message Text field, click the + icon to add HubSpot fields
3. 3Build your message: 'New lead: [First Name] [Last Name] from [Company]'
4. 4Add Email and Lead Source fields on separate lines

🔔 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}}

Zap Editor > Step 2 > Message Text field

Format the notification message

Add structure to make the lead data scannable for sales reps. Include labels and line breaks so the information is easy to read on mobile and desktop.

1. 1Edit the Message Text to add labels and formatting
2. 2Use this template: '🔔 New Lead Alert\nName: [First Name] [Last Name]\nEmail: [Email]\nCompany: [Company]\nSource: [Lead Source]'
3. 3Click outside the text field to see the preview update

🔔 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}}

Zap Editor > Step 2 > Test

Test the Slack action

Send a test notification to verify the message posts correctly and contains the right contact information. This confirms your field mapping works.

1. 1Click 'Test action' button
2. 2Wait for the test to complete
3. 3Check your #sales Slack channel for the test message
4. 4Verify all contact fields populated correctly

Zap Editor > Settings > Publish

Name and publish your Zap

Give your automation a clear name and turn it on to start receiving live notifications. The Zap will check for new HubSpot contacts every 5 minutes on the free plan.

1. 1Click the pencil icon next to 'Untitled Zap' at the top
2. 2Rename to 'HubSpot New Lead Notifications'
3. 3Click the toggle switch to turn the Zap ON
4. 4Click 'Publish' to activate the automation

Drop this into a Zapier Code step.

{{firstname}} {{lastname}}{% if company %} from {{company}}{% endif %}
📧 {{email}}{% if phone %}
📞 {{phone}}{% endif %}

{{firstname}} {{lastname}}{% if company %} from {{company}}{% endif %}
📧 {{email}}{% if phone %}
📞 {{phone}}{% endif %}
🏷️ Source: {{hs_lead_source|default:'Unknown'}}

<https://app.hubspot.com/contacts/{{portal_id}}/contact/{{vid}}|View in HubSpot>