# HubSpot

Supercharge your Slack communication with the power of your HubSpot data. Threadly’s native HubSpot integration makes it easy to target the right people, trigger automated workflows, and create dynamic messaging — all directly from your CRM.

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#### 🔑 Key Benefits

* **Dynamic Conversation Groups**\
  Create smart, auto-updating groups of Slack channels based on HubSpot filters (like MRR, lifecycle stage, industry, etc.). Perfect for segmenting messaging at scale.
* **Trigger Slack Workflows from HubSpot**\
  Use HubSpot workflows to send Slack messages through Threadly — for NPS surveys, onboarding flows, renewal alerts, and more.
* **\[Coming Soon] Activity Tracking in HubSpot**\
  Automatically log Slack message activity (views, interactions, etc.) back to HubSpot for a unified customer record.
* **\[Coming Soon] Personalized Messaging**\
  Merge in HubSpot data fields to make every Slack message feel 1:1 — even when sending at scale.

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### 🚀 How It Works

#### 1. **Connect Threadly to HubSpot (OAuth Setup)**

To get started:

* Go to your **Integrations** tab in Threadly
* Select **Connect to HubSpot**
* Complete the OAuth flow by logging into your HubSpot account and authorizing access

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

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#### 2. **Dynamic Groups**

Dynamic Groups let you automatically group Slack channels based on HubSpot filters. Here's how:

* Choose the HubSpot object (e.g., `Company`)
*   Select the field that contains the Slack Channel ID (e.g., `slack_channel_id`)\


    <figure><img src="https://1884112744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUolgIxuzQ3OCxgqEYVKM%2Fuploads%2FlkPReCkrWS27m6310MEz%2Fimage.png?alt=media&#x26;token=fdc34a15-3659-4172-84e3-465b155d1094" alt="" width="375"><figcaption></figcaption></figure>
* Add filters using any field in that object, like:
  * MRR > 300
  * Lifecycle Stage = "Customer"
  * Account Owner = "Sarah"
* Threadly will build and maintain a group of Slack channels matching that criteria — updated in real-time.

Use these groups to blast messages, send updates, or trigger workflows — without lifting a finger.\


<figure><img src="https://1884112744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUolgIxuzQ3OCxgqEYVKM%2Fuploads%2FZR4ZaW325VCjCOcSQYLX%2Fimage.png?alt=media&#x26;token=0a7f9252-f1d2-44bc-92a8-db1fafd32a09" alt="" width="375"><figcaption></figcaption></figure>

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#### 3. **Trigger Slack Messages from HubSpot Workflows**

You can now add Threadly as a **custom workflow action** in HubSpot.

To set it up:

* Head to HubSpot → Workflows
* Choose or create a workflow (on Contacts)
* Add a new **"Trigger Threadly Workflow"** action\
  ![](https://1884112744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUolgIxuzQ3OCxgqEYVKM%2Fuploads%2FQKCQG7SOyXjzZgoZGPnF%2Fimage.png?alt=media\&token=3303a687-7b78-4b65-8701-08164a259e33)
* Select:
  * The Threadly Workflow to trigger
  * The field that contains the Slack Channel ID or Slack User ID
* Optional: Pass in extra data from the record to personalize your Slack message

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 as soon as a customer enters a new stage

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### 🔧 Setup Details

After connecting via OAuth, you’ll need to tell Threadly:

* The **object** where your Slack data lives (e.g., `companies`, `contacts`)
* The **internal name of the field** that holds Slack Channel IDs or Slack User IDs (e.g., `slack_channel_id`)

This lets Threadly match HubSpot data to Slack destinations.

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### ❓FAQ

**Q: Can I use this with Contacts or just Companies?**\
You can use any HubSpot object — as long as it contains a valid Slack identifier field.

**Q: What happens if a record no longer meets the filter criteria in a Dynamic Group?**\
The Slack channel will automatically be removed from the group — no manual cleanup required.

**Q: Can I trigger different workflows for different lifecycle stages?**\
Yes! Use HubSpot branching logic to trigger different Threadly workflows based on record fields.



