WEBVTT

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Here's how to send new HubSpot leads

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to Slack with Zapier.

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Start a new automation with Create.

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On the blank Zap canvas,

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open the Trigger step.

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The app picker opens.

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From the app list,

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choose HubSpot for the trigger.

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HubSpot loads in the trigger setup panel.

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Open Trigger event

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to pick what starts this Zap.

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The event list opens,

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and New Contact is searched.

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Choose New Contact

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from the HubSpot trigger events.

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The HubSpot account is shown,

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and setup is ready to continue.

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With New Contact selected,

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continue to the test phase.

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Zapier moves through Configure

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and opens the trigger test.

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Run Test trigger to pull

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in a HubSpot record.

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A recent contact record appears

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for review.

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Use this sample by continuing

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with the selected record.

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The action app picker opens

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for the next step.

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For the action app,

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select Slack from the list.

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Slack opens with its event options

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in the setup panel.

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Set the action event

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to Send Channel Message.

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The Slack action loads,

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including Channel and Message Text fields.

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Pick sales as the Slack channel

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for notifications.

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The message is filled

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in with lead text and HubSpot fields.

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Insert the First Name field

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into Message Text.

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More HubSpot fields are added,

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then the Slack test screen appears.

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Send a sample Slack message

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with Test step.

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The test completes,

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and a sent message confirmation appears.

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When the test is done, publish the Zap.

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In the Publish new Zap dialog,

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confirm by clicking Publish.

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The Zap is published and ready to run.
