HubSpot

Description Features Permissions Security & compliance

HubSpot’s feature-rich integration with Slack keeps teams closely connected to drive meaningful collaboration. With a series of touchpoints between HubSpot and Slack across Sales, Support, and Marketing use cases, you can keep stakeholders informed about meaningful events related to your customers and take key actions right from Slack.Shortcuts:
In Slack, click “Run Shortcut” to create or search for HubSpot records directly within Slack. Create Company, Contact and Deal commands will appear as separate commands. Click the “Search” command to Search for Contacts, Companies, Deals, Tickets, and Tasks.Connect to HubSpot Inbox:
With live chat, team email, and an easy-to-use chatbot builder, HubSpot gives you the messaging tools and context to have personalized conversations with prospects and customers at scale! Slack seamlessly integrates with HubSpot conversations:• Get notified in a designated Slack channel about incoming Inbox messages
• See conversation status within the notification
• Respond to incoming live chats within Slack - or, click “Reply in Inbox” and get taken to the chat in HubSpot (either way, the whole conversation will be logged in real time in your inbox)Connect to HubSpot Help Desk:
Configure a connection between your help desk and Slack that comes with out-of-the-box notifications about new tickets to specific channels, an embedded action to update the ticket from Slack, and the ability to sync ticket comments with Slack threads replies for better collaboration and better customer service.Notifications:
• Receive Notifications: Stay connected to activities in your HubSpot CRM by receiving notifications for reminders, mentions, form submissions, and more within Slack
• Send Slack Notifications Through Workflows: Send custom Slack notifications to specific people or channels. For Marketing Hub, Sales Hub, and Service Hub Professional & Enterprise customersSlash Commands:
With slash commands, you can search and post the following HubSpot objects or actions directly within Slack:
• Contact: /hs-search-contact
• Company: /hs-search-company
• Deal: /hs-search-deal
• Deals Assigned to You: /hs-search-my-deal
• Task: /hs-search-task
• Ticket: /hs-search-ticket
• Playbook: /hs-search-playbook
• Knowledge Base Article: /hs-search-kb
• Set Availability Status for Live Chat: /hs-chat-away or /hs-chat-available
• Provide HubSpot with Feedback about the Integration: /hs-feedbackSay goodbye to the days of wasting time switching between tools. Instead, work where you want with HubSpot and Slack.

Permissions

HubSpot will be able to view:

HubSpot will be able to do:

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General

Privacy & data governance

Data retention policy

Customer data is retained for as long as you remain an active customer. The HubSpot platform provides active customers with the tools to delete their data, as they see fit. Former customers’ data is removed from live databases upon a customer’s written request or after an established period following the termination of all customer agreements. Freemium customers’ data is purged when the portal is no longer actively used, and former paying customers’ data is purged 90 days after all customer relationships are terminated. Information stored in replicas, snapshots, and backups is not actively purged but instead naturally ages itself from the repositories as the data lifecycle occurs. HubSpot retains certain data like logs and related metadata in order to address security, compliance, or statutory needs. Please see https://www.hubspot.com/security for more info.

Data archiving and removal policy

The HubSpot platform provides active customers with the tools to delete their data, as they see fit. Former customers’ data is removed from live databases upon a customer’s written request or after an established period following the termination of all customer agreements. Freemium customers’ data is purged when the portal is no longer actively used, and former paying customers’ data is purged 90 days after all customer relationships are terminated. Information stored in replicas, snapshots, and backups is not actively purged but instead naturally ages itself from the repositories as the data lifecycle occurs. Please see https://www.hubspot.com/security for more info.

Data storage policy

HubSpot products are hosted with cloud infrastructure providers with SOC 2 Type II and ISO 27001 certifications, among others. The certified protections include dedicated security staff, strictly managed physical access control, and video surveillance. Access to the data stores is assigned to a limited to a small set of HubSpot employees based on their roles, and access is limited to the individuals who need it in order to respond to customer support and related requests. Please see https://www.hubspot.com/security for more info.

Data hosting details

Making a dummy change of this field because we need to add a new global shortcut, but global shortcut submission is not detected as a change due to a known issue (https://api.slack.com/interactivity/shortcuts/using#known-issues) and thus "Preview Submission" button is never enabled.

App/service has sub-processors

yes

Guidelines for sub-processors

https://legal.hubspot.com/dpa

App/service uses large language models (LLM)

Certifications & compliance

Security