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HubSpot to Slack Alerts

Starting point · about 10 minutes · 3 steps

Post a Slack message when a deal worth over $5,000 is created in HubSpot, and stay quiet about the rest.

This is the simplest recipe here: one trigger, one decision, one action. Everything that follows builds on this shape.

HubSpot triggerConditionsSlack

What you will use

  • A Conditions step, to route on the deal’s value.

Prerequisites

  • A connected HubSpot account.
  • A connected Slack account.

Building the Workflow

1. The Trigger: HubSpot (New Deal)

Open Apps in the dock at the bottom, search for HubSpot, and add its trigger. In the App drawer, select the New Deal event. The workflow then wakes up the second a deal is created in your CRM.

2. The Logic: Condition Step

You only want to alert the team when a deal is worth more than $5,000, so the channel does not fill with noise. Drag a Conditions step onto the canvas and connect it to your trigger.

  • Condition A: {{ 1.amount }} is Greater Than 5000.

Insert variables from the Workflow data panel rather than typing them. The panel shows the exact output fields from prior steps (e.g. {{ 1.amount }}).

If your trigger step is numbered differently on the canvas (e.g. 2), use your actual step number instead of 1.

3. The Action: Slack (Send Message)

Open Apps in the dock, search for Slack, and pick Send Message. In the step’s Account field, choose your connected Slack account, then select the #sales-alerts channel. Back in the Conditions step, set Then go to on your amount condition to point at the Slack step.

Deals under $5,000 match nothing, so they take the ELSE route. Leave it empty to end the run there.

In the message field, use dynamic variable references and in-field Data Transformation to format values cleanly:

🚨 _New High-Value Deal Created!_ _Deal:_ {{ 1.dealname }} _Amount:_ {{ 1.amount | format_currency:"$" }} _Owner:_ {{ 1.deal_owner | default:"Unassigned" }} _HubSpot Link:_ {{ 1.portal_url }}
💡

Want to build this instantly? Open the Workflow Assistant in your Glow workspace and enter: “When a new deal is created in HubSpot, check if the amount is over $5,000. If true, format the currency and send an alert to the #sales-alerts Slack channel.”

Test and go live

Prove both routes

Create one test deal worth 6000 and one worth 4000. Run each through the trigger. The first should take the named Conditions route and reach Slack; the second should take ELSE and finish without a message.

Check the destination

Open #sales-alerts and confirm the deal name, formatted amount, owner fallback and link all match the HubSpot record. If a value is blank, reopen the trigger’s stored output and insert that field from the Workflow data panel instead of guessing its path.

Set the workflow Live

Switch the workflow from Draft to Live. Create one final controlled deal above the threshold, then confirm both the successful run in Glow and exactly one new Slack message.


What’s Next?

👉 Continue to GitHub & Jira Sync →

Go deeper on the concepts this recipe uses: