Using Zapier for HubSpot Deal Close date change messages to Slack

Using Zapier for HubSpot Deal Close date change messages to Slack

Zapier's Limitations

Before we start, we should point out that there are a few limitations of using Zapier for HubSpot deal change notifications:

1. Zapier will only be able to provide the updated value of the field that changed. eg: If the close date changed from 2022-01-01 to 2022-04-01, you will only be able to notify on the new close date value of $100
2. Zapier won't provide formatted values. So dates, numbers and currencies (for example) won't have proper formatting
3. Zapier has no shortcut to insert a link back to the actual HubSpot record
4. If you have multiple deal updates notifications set and they all fire at once you will get multiple messages (ie: Zapier won't combine them for you)
5. The Zapier set up process is complex, with quite a few steps, and you will likely need a Zapier admin to assist

The GetHarold App for Slack solves all of the above issues, with notifications for deal changes set up in one easy step. See here for more details.

Zapier Process

Step 1. Add the Apps in Zapier

Ensure that you have connected both HubSpot and Slack as apps in Zapier:

Step 2. Create a new Zap

Hit the Create Zap button to create a new zap:

Step 3. Add the HubSpot trigger

For this zap you will want to choose the confusingly named (because it works for existing ) New Deal Property Change trigger event:

Step 4. Select HubSpot account

Make sure that you are connected to the right HubSpot account:

Step 5. Select the trigger property

Make sure that have selected the close date property in the trigger Property Name field:

Step 6. Test the trigger

To test the trigger, update the close date field on a deal in the connected HubSpot before hitting test. It should return the deal record:

Step 7. Create the action

Now set up an action against the relevant Slack account with an event type of Send Channel Message:

Step 8. Select Slack account

Make sure that you are connected to the correct Slack account:

Step 9. Define all action details

OK, this part can get quite daunting, as there are 13 (!!) different parameters you can set within the action. The only ones you have to set are the Slack channel and the message though, so make sure you're happy with them:

Step 10. Time to test

Phew, we've finally made it. Go into your HubSpot account and make a change to a deal's close date property. You should see a message like this (note that Zapier won't format date, currency or close date fields for you):

Simplify things with GetHarold

If you'd like to achieve the above whilst...

1. Also being able to notify on what the close date field's previous value was
2. Having date, currency and close date fields auto-formatted
3. Having a link back to the deal record automatically included
4. Having any update notifications for a single deal combined into one notification
5. Only having to complete one simple form

GetHarold Notification Form

Example GetHarold Notification