How to Send HubSpot Task Reminders to Slack with Make

Dashboard > + Create scenario > HubSpot

Create New Scenario

Set up a new Make scenario with scheduled polling. This will check HubSpot for tasks that need reminders at regular intervals.

1. 1Click 'Create a new scenario' from the Make dashboard
2. 2Click the large + icon in the center of the canvas
3. 3Search for 'HubSpot' in the app search bar
4. 4Select 'HubSpot' from the results

HubSpot Module > Action > Search for Tasks

Configure HubSpot Tasks Search

Set up the HubSpot module to search for tasks. We'll filter for tasks that are due or overdue in the next step.

1. 1Click on the HubSpot module to open its settings
2. 2Select 'Search for Tasks' from the action dropdown
3. 3Click 'Add' next to Connection to authenticate with HubSpot
4. 4Enter your HubSpot API key or OAuth credentials

HubSpot Module > Filters > Add item

Set Search Filters

Configure filters to find tasks due today or overdue. This targets the specific tasks that need reminders.

1. 1In the 'Properties' field, enter: hs_task_subject,hs_task_body,hs_timestamp,hubspot_owner_id
2. 2Set 'Limit' to 100
3. 3Click 'Add item' under Filters
4. 4Set Property to 'hs_timestamp' and Operator to 'LTE'

HubSpot Module > Filters > Value > Functions

Add Date Formula

Create a formula to find tasks due within 24 hours. This catches both overdue and upcoming tasks that need attention.

1. 1Click in the 'Value' field for the timestamp filter
2. 2Select 'Function' from the mapping panel
3. 3Choose 'addDays' function
4. 4Set the formula to: addDays(now; 1)

Canvas > + > Slack > Create a Message

Add Slack Module

Connect Slack to receive the task reminders. Position it after the HubSpot module to process each found task.

1. 1Click the + icon to the right of the HubSpot module
2. 2Search for and select 'Slack'
3. 3Choose 'Create a Message' action
4. 4Click 'Add' next to Connection and authenticate with Slack

Slack Module > Channel

Configure Slack Channel

Set the target channel for task reminders. Choose a channel where your sales team actively monitors notifications.

1. 1Click on the Slack module to open settings
2. 2Select your target channel from the 'Channel' dropdown
3. 3If the channel doesn't appear, type the channel name with # prefix
4. 4Leave 'As User' unchecked to post as the Make app

Slack Module > Text > Mapping Panel

Build Message Content

Create the reminder message using HubSpot task data. Include task details and owner information for actionable notifications.

1. 1Click in the 'Text' field for the message
2. 2Type: '⏰ Task Reminder: '
3. 3Add the task subject by clicking 'hs_task_subject' from the mapping panel
4. 4Add a new line and type 'Assigned to: ' then map 'hubspot_owner_id'

🔔 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 > Functions > formatDate

Add Due Date Information

Include when the task is due so reps know urgency level. Format the timestamp into readable date format.

1. 1Continue in the Text field and add a new line
2. 2Type 'Due: ' then click the mapping panel
3. 3Select 'Functions' > 'formatDate'
4. 4Set the formula to: formatDate(hs_timestamp; 'MM/DD/YYYY HH:mm')

Slack Module > Text

Add Task Body

Include task description for context. This gives reps the full task details without opening HubSpot.

1. 1Add another new line in the Text field
2. 2Type 'Details: ' followed by the mapped 'hs_task_body' field
3. 3Add a final line with 'View in HubSpot: [task link]'
4. 4Map the task URL or use a generic HubSpot tasks link

Canvas > Schedule (clock icon)

Set Up Scheduling

Configure when this scenario runs. Set appropriate frequency to catch tasks without overwhelming your team.

1. 1Click the clock icon at the bottom left of the canvas
2. 2Select 'Every 15 minutes' from the interval dropdown
3. 3Set start time to 9:00 AM in your timezone
4. 4Set end time to 6:00 PM to run only during business hours

Canvas > Run once

Test the Scenario

Run a test to verify the workflow finds tasks and sends properly formatted Slack messages.

1. 1Click 'Run once' at the bottom of the screen
2. 2Watch the execution flow - modules will show green checkmarks when complete
3. 3Check your Slack channel for the test message
4. 4Verify the task details are correctly formatted and readable

Canvas > Save > On/Off Toggle

Activate Scenario

Turn on the scheduled automation. The scenario will now run automatically and send task reminders during business hours.

1. 1Click 'Save' to save your scenario configuration
2. 2Toggle the 'On' switch at the bottom left
3. 3Verify the status shows 'Active' with next run time displayed
4. 4Monitor the first few automated runs to ensure proper operation

Drop this into a Make custom function.

formatDate(hs_timestamp / 1000; 'MM/DD h:mm A') + if(hs_timestamp < now; ' (OVERDUE)'; '')

formatDate(hs_timestamp / 1000; 'MM/DD h:mm A') + if(hs_timestamp < now; ' (OVERDUE)'; '')