What is it?
When you share a HubSpot record link in Slack, you'll get context-rich, structured previews (unfurls) with no extra clicks required. What used to be just a static URL is now a snapshot of your CRM data conveniently visible within your Slack conversations.
With this improvement, key information will be automatically displayed when links to supported HubSpot objects are shared in Slack, giving your team immediate context and further unifying your CRM and communication platform.
Why does it matter?
This improvement brings more of your CRM insights from HubSpot directly where your team communications happen in Slack.
- Get critical CRM insights without leaving your conversations.
- Accelerate decision-making by providing key details right where discussions happen.
- Reduce cognitive load by reducing the need to switch between multiple tools.
- Keep everyone aligned with in-line context.
How does it work?
When you paste a HubSpot record link into Slack, a preview appears automatically with key details for that record. Clicking the preview opens a side panel in Slack where you can view the full record. Here's what's included in the previews by default:
- Deals: Deal name, amount, stage, priority, owner
- Tickets: Title, pipeline/stage, priority, owner, created/updated date
- Companies: Name, domain, industry, revenue
- Contacts: Name, job title, email, owner, associated company name, phone number, and mobile phone number
- Emails: Subject, status, sent by, sent date, last updated on, open rate, click rate, and a preview
- Blog Post: Status, last updated on, and a preview
- Report: Report name
- Dashboard: Report name(s)
Here's what happens in Slack:
- When you paste a HubSpot record link in Slack, Slack unfurls the record.
- The unfurl shows the record’s key CRM fields.
- Clicking the unfurl opens a flexpane in Slack that displays full record details and related threads.
Who gets it?
All hubs and tiers