Quick HubSpot contact lookup in Slack for sales & support teams
How it works This workflow starts when a user triggers a custom slash command in Slack. The workflow checks if a valid message (email address or HubSpot contact ID) was provided. Based on the input, it searches HubSpo...
Template notes
How it works This workflow starts when a user triggers a custom slash command in Slack. The workflow checks if a valid message (email address or HubSpot contact ID) was provided. Based on the input, it searches HubSpot for the contact either by email or by ID. Once the contact is found, the workflow formats the details into a clean, Slack-friendly message card and posts it back into the Slack channel.
Step-by-step
Start with Slack Slash Command - The workflow is triggered whenever someone uses a custom slash command in Slack.
- It checks if the user actually entered something (email or ID). If nothing is entered, the workflow stops with an error.
Parse Search Input - The workflow cleans up the user’s input and determines whether it’s an email address or a HubSpot contact ID.
- This ensures the correct HubSpot search method is used.
Search in HubSpot
- If the input is an email → the workflow searches HubSpot by email.