Contacts, companies, deals, and tickets are standard objects in HubSpot CRM. And the instances of your contacts, companies, deals, and tickets are your records. HubSpot records can be associated with each other for more meaningful CRM data.
According to your needs, you may want to associate different combinations of records, such as associate a contact to a company, associate a ticket to a company, or associate contact to a deal. No matter which one you're trying, there are two ways to add an association to HubSpot records in Slack:
Follow the steps below to associate records with each other via HubSpot Slack app.
Tired already? Try the other way »
To associate HubSpot records with each other in Slack, a much more effortless way is possible with Actioner. You don't need to first search for records or fill some fields to find a record. Instead, you just select the records you want to associate, and that's all.
Below are the steps:
1. Click the Attachments & shortcuts (+) icon in the text box. Select Run workflows with Actioner. Or just write /actioner.
💡You need to have Actioner connected to Slack.
2.Type which workflow you want to execute in the Select workflow field and choose the workflow from the dropdown menu. In this case, it could be Associate contact to company. Click Select.
3. Select the contact, company, and Slack channel you want to post from the dropdown menus.
4. Click Associate. And ta-da!
Running workflows in Slack with Actioner is a no-brainer. Actions are not limited to associating HubSpot records; you can literally execute any action in your Slack workspace. Use the HubSpot app or check out other apps (Zendesk, Jira, etc.) built by the Actioner in the app directory.
No matter which work apps are in your tool stack, use them all in Slack via Actioner!
In case you have any questions, feel free to write us through our Slack community.
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