HubSpot

Threadly’s native HubSpot integration makes it easy to target the right people, trigger automated workflows, book meeetings and create dynamic, personalized messaging — all directly from your CRM.

Key Benefits

Dynamic Conversation Groups

Create smart, auto-updating groups of Slack channels based on any HubSpot filters (MRR, lifecycle stage, industry, owner, etc.). Perfect for segmenting messaging at scale without manual upkeep.

Trigger Slack Workflows from HubSpot

Use HubSpot workflows to send Slack messages through Threadly — ideal for NPS surveys, onboarding flows, renewal alerts, and more.

NEW: HubSpot Calendar → Book Meetings in Slack

Threadly now supports a new action type: HubSpot Meeting Booking inside Slack.

Connect your HubSpot calendar once, and Threadly lets you embed a “Book Time” button inside messages. A receiving user can select a time and confirm the meeting end-to-end within Slack — no browser tab required and no back-and-forth scheduling.

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Getting Started

1. Open the Threadly App → Settings > Integrations

2. Select HubSpot

3. Complete OAuth by logging into your HubSpot account and approving access

Once connected, Threadly can read data from objects like Companies, Contacts, or Deals — and send actions back when needed.

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Setup Details

Connect HubSpot and Threadly by navigating in Slack to Threadly → Settings (bottom of the Home tab) → Integrations.

After completing the OAuth connection, Threadly will ask you to specify:

• Which HubSpot objects contain your Slack identifiers — Companies, Contacts, Deals, or any custom object.

  • Make sure the relevant object includes the correct Slack ID type (e.g., a Company with a slack_channel_id, or a Contact with a slack_user_id).

• The internal field name where those Slack Channel or User IDs are stored (e.g., slack_channel_id, slack_user_id).

Threadly uses this information to automatically match HubSpot records to the correct Slack destinations.

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How It Works

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1. Dynamic Groups

Dynamic Groups let you automatically group Slack channels based on HubSpot filters.

Setup Steps

1. Create a How to Create a Dynamic Group.

2. For the data source, select HubSpot.

3. Add filters using any field, such as:

   • MRR > 300

   • Lifecycle Stage = “Customer”

   • Account Owner = Sarah

4. Threadly keeps the group updated in real-time — adding and removing channels as their CRM data changes. Just make sure your HubSpot records include their corresponding Slack IDs!

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2. Trigger Slack Messages from HubSpot Workflows

Threadly provides a HubSpot custom workflow action.

Setup Steps

1. In HubSpot, go to Workflows

2. Open or create a workflow (e.g., Contacts)

3. Add action → Trigger Threadly Workflow

4. Choose:

   • The Threadly workflow to run

   • The field containing the Slack Channel ID or Slack User ID

Popular Use Cases

• Automatically send an NPS survey when a deal closes

• Alert internal Slack channels when a new high-value lead is created

• Send onboarding messages when a customer enters a new lifecycle stage

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3. NEW: HubSpot Calendar Actions (Book Meetings in Slack)

Threadly now supports HubSpot meeting scheduling directly inside Slack.

What This Enables

• A user (sender) connects their HubSpot calendar inside Threadly

• A receiving user in Slack sees a “Book a Meeting” button

• They pick a time without leaving Slack

• Threadly books the meeting using HubSpot

• Both parties get confirmation instantly

When to Use This

• Sales reps offering to book next steps in Slack Connect channels

• CSMs scheduling onboarding or QBRs

• Support / Success teams coordinating follow-ups

• Internal workflows that require quick scheduling with teammates

Setup

1. Go to Threadly → Actions > Create Calendar Action

2. Select:

   • Which HubSpot calendar to use

   • The meeting link type

What Receivers See

A clean, Slack-native experience:

• A Threadly message with a custom label (i.e. Book Time button)

• A modal showing available time slots (powered by HubSpot availability)

• Confirmation + meeting added to calendars

No context-switching. No scheduling ping-pong.

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FAQ

Q: Can I use Contacts, Companies, or custom objects? Yes. Any HubSpot object works as long as it contains a valid Slack identifier.

Q: What happens if a record no longer meets a Dynamic Group filter? Threadly removes the channel from the group automatically.

Q: Can I trigger different workflows for different lifecycle stages? Yes — use HubSpot branches and send each path to different Threadly actions.

Q: Does booking a meeting in Slack sync back to HubSpot? Yes. Threadly creates the meeting using your HubSpot connection and follows your usual meeting rules and ownership. Both the inviter and invitee will receive an email, and the event will be setup per your HubSpot scheduler setup.