Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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On this page
  • Connect Slack to your HubSpot instance
  • Using a HubSpot Workflow to send Slack notifications

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  1. Integrations
  2. HubSpot
  3. Tour Engagement Data

Slack Notifications with HubSpot

PreviousTour Engagement DataNextTriggering HubSpot Workflows

Last updated 1 year ago

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👉 👈

If you haven't integrated HubSpot with your Slack instance yet, you'll need to start there. If it's already connected, you'll start with .

Connect Slack to your HubSpot instance

Integration requirements

  • You must be a super admin or have App Marketplace permissions in your HubSpot account.

  • You must be an admin in the Slack workspace you're connecting.

  • Your HubSpot email must match your Slack user email.

Connecting Slack

  • In your HubSpot account, click the Marketplace icon in the main navigation bar, then select App Marketplace.

  • Search for the Slack integration, and select Slack.

  • In the top right, click Connect app. You'll be redirected to Slack in a new browser tab.

  • Review the requested permissions, then click Allow.

Using a HubSpot Workflow to send Slack notifications

  1. In your HubSpot account, go to Automation and select Workflows

  2. Select Create New Workflow from scratch

  3. To create your workflow trigger, scroll down and select Tourial View Timeline Event

  4. Now select your criteria. For the purpose of this, we'll start with Tourial Name

    **If you only want to trigger a Slack notification for one specific Tour, enter the name (or use Tourial URL instead) exactly as it appears. ​ ​Tip: Maybe you have several tours and they all start with the same naming convention. You could use "starts with" instead of "equal" to capture all tours that start with "Tourial Tours" for example.

  5. Add any other criteria layers on top. A great one to try is Tourial: Time Spent (Seconds) to only send notifications if a visitor spends at least X seconds in your tour.

  6. Now, you'll add actions to your workflow. We'll keep it simple for now and just add a Slack notification. Click the + icon and select Send Slack notification

  7. Choose the Slack channel you want to send the notification to and enter the message and any contact tokens (email, contact owner, etc.).

    We recommend including Tourial Engagement Data too! You can use Tourial: Last Tourial Viewed, for example, to show the name of the Tourial most recently engaged with.

  8. Click Save. Then publish your workflow and that's it!

Note: To ensure leads can enter the workflow multiple times (i.e. if they continue engaging with a tour or other tours) update the Re-enrollment settings before you publish the workflow.

There are so many ways you can use HubSpot workflows, Tourial Engagement Data and Slack notifications. ​ Let's say a prospect views a tour that a member of the sales team sent, or maybe they came to the website again and viewed it. Wouldn't it be great to automatically send a Slack notification to that team member so they're aware their prospect is actively engaging with a tour?

Use the Send notification to existing owners setting when creating your Slack notification. Boom! A channel notification and direct message are sent at the same time! Talk about visibility 🤩

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Workflows