How to send interactive Hubspot notifications to specific Teams Channels

Until now, we saw that you can receive Hubspot notifications in your @yellowant bot DM. But now, you can also send the same notifications, with rich drill-down buttons, to a Teams channel. How?

Step 1: Signup on YellowAnt with Teams account

Go to www.yellowant.com and click on the “Login with Teams” button

Step 2: Integrate Hubspot with YellowAnt

Go to the YellowAnt application marketplace and integrate your Hubspot application

Step 3: Create an event workflow

In the YellowAnt Dashboard, click on Event Workflows in the left panel. Click on Create a workflow. Click on Create Event Workflow.

Create Event Workflow

In the trigger application, select Hubspot. For the trigger event choose, New Contact Notification

Select HubSpot as trigger application

Select a trigger event= New Contact notification in this case

YellowAnt Workflow Builder

In the action application , select Microsoft Teams. In the Teams functions choose, Send YellowAnt message to Channel (NOT send message to channel). In the inputs for channel, type the name of the channel, or select from drop-down (like CRM). In the input for message, select the Message from Hubspot Trigger.

Select Microsoft Teams as the next application

Select “Send YellowAnt Message to a channel”

Click the “Message” action output

Select your channel

Click on Save to save the workflow.

Step 4: Test your workflow

Go to Hubspot and create a new contact. YellowAnt will send the deal notification to the channel you specified in Step 3!

New Contact notifications received in the CRM channel

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