Your sales team collaborates in Slack, but your CRM data lives in HubSpot. When deals progress or leads come in, you want your team to know immediately – but the individual transaction alerts offered by HubSpot only tell part of the story.

Within this post, we'll cover the different ways you can get HubSpot alerts into Slack so that your team is always in the loop and able to focus on the job of selling.

How do I set up HubSpot notifications?

There are several ways to get HubSpot data into Slack, each with different capabilities and limitations:

HubSpot's native Slack integration

HubSpot's built-in integration sends notifications for individual events like form submissions, deal updates, and task assignments. It's free and easy to set up, but it's limited to transaction-based alerts. You'll know when something happens, but you won't see how your team is performing overall.

Learn how to set up HubSpot's native Slack integration

Third-party automation tools (Zapier, Make)

Tools like Zapier can connect HubSpot to Slack with more customization options. You can create complex workflows and filter notifications based on specific criteria. However, these tools require ongoing maintenance, have monthly usage limits, and still focus on individual events rather than team performance trends.

Set up HubSpot to Slack automation with Zapier

Geckoboard dashboards with Slack snapshots

Geckoboard takes a different approach by sending comprehensive team performance snapshots directly to Slack. Instead of individual notifications for each action in HubSpot, your team sees live leaderboards, target progress, and key metrics from HubSpot alongside data from other tools. This gives you the complete picture of how your team is performing, not just what just happened.

Get started with Geckoboard's HubSpot integration

The main drawback of the first two options is that they're reactive – telling you what happened after the fact. Plus they’re too granular to get a good understanding of team performance. 

Geckoboard is proactive, showing your team the metrics they need to make better decisions throughout the day and giving. It gives a clear picture of where the team is at, in real-time.

Why standard HubSpot notifications aren't enough

HubSpot's standard notifications work well for individual updates, but sales teams need more than transaction alerts:

Individual updates don't show team performance

You'll know when Jamila closed a deal, but you won't know the context around this. Does this deal hit the team's target for the month? How does the value of that deal compare to others? Individual notifications create information silos instead of shared team awareness.

Single-source reporting challenges

Sales performance rarely depends on HubSpot data alone. You might use Aircall for call metrics, LinkedIn for prospecting, or other tools for different parts of your process. HubSpot's notifications work well for data within their ecosystem, but connecting external tools requires technical setup.

Notification overload without context

Without proper filtering, HubSpot can flood your Slack channels with notifications. Every form submission, deal update, or task assignment can quickly become overwhelming, reducing productivity rather than improving it.

How to set up HubSpot notifications for Slack

Using Geckoboard’s HubSpot integration, creating custom notifications for your HubSpot metrics takes just a few minutes.

Step 1: Connect your HubSpot account to Geckoboard

Log into your Geckoboard account and click "Add data source" from your dashboard. Select HubSpot from the list of available integrations and click "Connect."

You'll be prompted to authorize Geckoboard to access your HubSpot data, and once connected, Geckoboard will start pulling your HubSpot data in real-time.

From here you can begin to build a dashboard to house the metrics you want to receive Slack alerts for.

Step 2: Set up threshold-based HubSpot notifications

Create alerts that notify your team when important thresholds are reached, such as when monthly targets are hit, high-value deals close, or pipeline metrics reach critical levels.

Add a notification from your dashboard by creating a HubSpot widget that displays the current status of the metric you care about.

Within the widget, set status indicators to identify the thresholds you require notifications for and click "+ Add Slack notification" to let your team know when there's something that needs attention.

Configure these alerts to post directly to specific Slack channels. For example, send deal closure celebrations to your main sales channel, while pipeline warnings go to management channels.

Use cases for Slack HubSpot notifications:

  • Pipeline velocity drops: Get notified when deals are stalling longer than usual in specific stages, indicating coaching opportunities
  • Activity level alerts: Alert managers when there's a drop in call or meeting activity levels for the day
  • Celebrate hitting targets: Make sure everyone in the business knows when your team hits that all-important goal
  • Inbound lead response time alerts: Track SDR response times and get notified when leads haven't been contacted within your threshold

Step 3: Schedule automated HubSpot snapshots

Set up regular dashboard snapshots to keep your team informed about overall performance. In your dashboard settings, click "Share" then select "Slack".

Choose your notification schedule based on your team's needs. Daily snapshots work well for active sales teams that would benefit from a daily roundup, while weekly summaries are perfect for leadership reviews. You can send different snapshot schedules to different channels, and even over email too.

With Geckoboard you can create dashboards that include data from over 90 tools such as Aircall, Zendesk, Salesforce, or even spreadsheets, meaning your team will never miss important changes to your data, regardless of where it lives.

Use cases for HubSpot dashboard snapshots:

  • Daily team performance updates: Show yesterday's calls, meetings booked, and deals progressed
  • Weekly pipeline reviews: Share pipeline health, conversion rates, and target progress with leadership
  • Monthly achievement summaries: Celebrate team wins and highlight top performers
  • Quarterly goal tracking: Keep long-term objectives visible with progress updates

Benefits of sending HubSpot notifications via Slack

Faster response times

Instant notifications mean your team can respond to leads and opportunities while they're still hot, improving conversion rates.

Improved team collaboration and motivation

When everyone sees the same updates, team members can collaborate more effectively and support each other's efforts. With this data out in the Slack space, team members can spur each other on with friendly competition to climb the leaderboard.

Better visibility for managers

Sales managers can keep track of team activities without having to actively monitor individual HubSpot accounts.

Reduced context switching

Your team can stay in Slack while staying informed about important HubSpot activities, reducing the need to constantly check multiple tools.

Customizable relevance

Filter notifications to show only what matters most to each team or channel, reducing noise and improving focus.

Getting started with HubSpot notifications in Slack

As we’ve discussed above, setting up basic HubSpot notifications in Slack is straightforward, but consider what your team actually needs:

For individual updates: HubSpot's native integration works well for transaction alerts and basic notifications.

For team performance: Consider Geckoboard notifications for the metrics that require real-time action. Dashboard snapshots work well for a regular overview of team performance with key metrics and leaderboards for competition.

For management oversight: Save time trawling through reports and avoid overly noisy Slack notifications by sending Geckoboard dashboard snapshots to Slack with management-specific data, at a cadence that suits.

For multi-tool visibility: Alert your team with data from multiple tools using Geckoboard notifications for Slack.

The key is moving beyond reactive notifications to proactive performance visibility that helps your team make better decisions throughout the day.

Ready to give your sales team complete performance visibility? Learn how live dashboards can transform your HubSpot data into actionable team insights.