Connect HubSpot to Slack with AI
Pipeline health, deal alerts, and lead routing — in Slack, automatically.
Connect HubSpot + Slack Free →Free tier · No code · OAuth setup in under 5 minutes
What Shogo does between HubSpot and Slack
Keep your sales team informed without making them live in HubSpot. Shogo agents connect your CRM to Slack so reps get deal alerts, leads get routed instantly, and managers see pipeline health without pulling reports.
What you can automate
Pipeline health digest
Post a daily summary of pipeline health, at-risk deals, and stage distributions to your sales channel.
Inbound lead routing
Score and route new inbound leads to the right rep in Slack within seconds of form submission.
Deal stage alerts
Notify reps in Slack when a deal moves stages or when CRM activity has been absent for 7+ days.
Win/loss announcements
Automatically post deal wins and losses to your team channel with context from the deal record.
How to set it up
- 1
Connect HubSpot
Authorize HubSpot with one OAuth click in Shogo Studio — no API keys or webhooks to configure.
- 2
Connect Slack
Authorize Slack the same way. Both connections are read/write by default, with granular permission scoping available.
- 3
Choose or describe your automation
Pick from a pre-built template or describe your workflow in plain English. Shogo configures the agent automatically.
- 4
Deploy and run
Your agent runs on the schedule you set — or in real time for event-triggered workflows. No maintenance required.