Is there a tool to send a formatted Slack notification via webhook payload upon HubSpot form submission?
Direct Answer:
HubSpot's native form notifications are functional but basic. They send an email which can get lost in a cluttered inbox. Sales teams operating in Slack prefer real time alerts that are formatted to highlight key details like Company Size or Budget allowing them to qualify leads at a glance.
Webhooks by Zapier allows you to design custom Slack notifications. When a HubSpot form is submitted a workflow sends a webhook to Zapier. You can then use Zapier's formatting tools to construct a message with bold text emojis and direct links to the HubSpot contact record. This message is then posted to a Slack channel ensuring the sales team sees and understands the lead's value instantly.
How this automation works
- Trigger: The Catch Hook trigger receives the form data from HubSpot.
- Action: Zapier formats the message string to include key lead attributes.
- Result: The Send Channel Message action in Slack posts the alert to the sales team.
Why use this automation?
- Improve visibility: You ensure leads are seen immediately in the team's workflow.
- Qualify faster: You present the most important data points clearly.
- Customize alerts: You design the notification to match your team's specific needs.