HubSpot to Slack Alerts

1. The Trigger: HubSpot (New or Updated Deal)

Open Apps in the dock, search for HubSpot, and add its trigger. Select New or Updated Deal (with New Only enabled) or New Deal in Stage. Once Live, the selected trigger delivers deals according to its event or polling behavior.

To practice the mapping before connecting a live HubSpot portal, paste this sample payload into Testing data under the trigger’s Test & Debug tab:

{
  "dealname": "Acme Corp Enterprise Expansion",
  "amount": 7500,
  "deal_owner": "Ada Lovelace",
  "portal_url": "https://example.com/deals/67890"
}

2. The Logic: Condition Step

Alert the team only when a deal exceeds $5,000 so the channel stays quiet for smaller deals. Drag a Conditions step onto the canvas and connect it to your trigger.

• Use a numeric rule, not an AI judgement: Condition A: {{ 1.amount }} is greater than 5000.

Before using real deals, capture a trigger result and insert its amount from Workflow data. The sample uses {{ 1.amount }}, while the real trigger may nest deal properties or return an owner ID. Map only fields present in that result, or add a lookup Step.

3. The Action: Slack (Send Message)

Open Apps in the dock, search for Slack, and pick Send Message. Keep Mode in the Step’s ⋮ menu set to HTTP to configure fields manually. Select your Slack connection and your test channel (such as #sales-alerts). In the Conditions Step, set Then go to on your amount rule to point at the Slack Step.

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

In the Text 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 }}

Prove both routes

Change only amount in the sample trigger input, apply it, then run once for each value:

Also test a deal with no amount. Inspect the Conditions result and decide how to handle missing data. A missing value is not a confirmed low-value deal.

Check the destination

Confirm the three amount tests produced only one Slack alert showing the deal name, $6,000.00, owner, and link. Next, capture a real test deal from HubSpot (including an unassigned deal) and map its actual fields from Workflow data. You can then leave the automation in Draft or continue to Live below.

Set the automation Live

Switch the automation from Draft to Live. Create one controlled deal above the threshold, then confirm the run in Glow and the new Slack message.