Integration guide
Connect HubSpot and Slack to get pipeline answers, proactive deal alerts, and CRM updates where your team works.
Why use Adapt
Adapt gives your team one conversational layer across HubSpot and Slack. Ask questions that require CRM records and team context, schedule recurring pipeline briefings, and turn decisions in Slack into approved HubSpot updates.
Unlike a fixed automation, Adapt can gather context from both systems, reason through a multi-step task, create a deliverable, and ask for approval before it changes data. You can run the same work on demand or on a schedule.
Example workflows
Start with a plain-language request. Adapt handles the research, analysis, and work across both tools.
Review open deals, recent Slack context, next steps, and risks, then deliver a concise morning briefing to the sales channel.
“Every weekday at 8am, review our open HubSpot deals and relevant Slack threads. Post the five deals that need attention, why, and the next action for each.”
Combine HubSpot contact and deal history with recent internal conversations so each rep starts the call with complete context.
“Before today’s customer calls, summarize the HubSpot relationship history, open deal, recent Slack discussion, risks, and questions we should ask.”
Find confirmed decisions and next steps in a deal thread, then draft the corresponding HubSpot updates for review.
“Read this deal thread, identify confirmed next steps and dates, and draft the HubSpot deal updates. Show me the proposed changes before applying them.”
01
Authorize HubSpot and Slack from Adapt’s integration settings. Existing permissions remain in control.
02
Ask for the report, briefing, update, or recurring workflow you want in natural language.
03
Review high-impact actions, then save proven work as a reusable skill or scheduled task.
Bring the integrated coworker to your whole team. Get started free with $100 in credits when you add Adapt to Slack.