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Best answer

How do I automate HubSpot ticket links directly on Slack?

  • 8 December 2023
  • 15 replies
  • 215 views
A
Userlevel 1

I successfully integrated my hubspot and slack - if a ticket is created on hubspot, let my team’s slack channel receive a message.

I tested the automation and it’s working fine. However, i noticed that the notification or message being delivered to my slack channel does not come with a direct link to the hubspot ticket. It just shows the ticket ID. Does it mean that i and my team members will have to manually log in to our hubspot account each time there is a notification that a new ticket just dropped on hubspot? is there a way to get zapier to automate direct links? 

 

The attached image shows the exact message that gets delivered to the channel.

 

icon

Best answer by Troy Tessalone 9 December 2023, 03:08

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

15 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @andreamary006 

Good question.

We would need to see detailed screenshots with how your Zap steps are configured.

Help link about how to format links in Slack.

https://help.zapier.com/hc/en-us/articles/8496025607181-Tips-for-formatting-Slack-messages

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

 

 

 

A
Userlevel 1

 

Troy Tessalone
Userlevel 7
Badge +14

@andreamary006 

Did you review the help article about how to format links in Slack?

Help link about how to format links in Slack.

https://help.zapier.com/hc/en-us/articles/8496025607181-Tips-for-formatting-Slack-messages

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

yes, I did that but still the link still doesn’t automate. I mean that even though I’ve followed through with the instructions in the content you asked me to check out, automation still doesn’t happen. I need a link to the new ticket to always drop in the slack channel whenever there’s a new ticket. 

 

i am not sure if this is clear enough. but i will be looking forward to your help. 

A
Userlevel 1

and also, it looks like you don’t understand me. i need to format/automate the link on zapier during the integration. everything i want to do has to with the integration and not specifically with slack.

 

Troy Tessalone
Userlevel 7
Badge +14

@andreamary006

From the help link, how to format links for Slack in the Slack Zap step.
https://help.zapier.com/hc/en-us/articles/8496025607181-Tips-for-formatting-Slack-messages

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

Kindly point me to the part of the step to put this instruction. I am completely a new user, so all help will be appreciated. 

Troy Tessalone
Userlevel 7
Badge +14

@andreamary006 

You would configure it in step 2 for Slack.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

Thanks a lot. i have done that now and it successfully hyperlink. however, i found that the link is still not automated. the ticket ID automatically updates whenever a new ticket is added on hubspot but the link to the ticket ID does not do the same. 

Does it mean that i as a team lead will have to manually edit the zap each time there is a new ticket on hubspot? is there a way to get zapier to automatcally update the link? 

 

Thank you.

Troy Tessalone
Userlevel 7
Badge +14

@andreamary006 

We would need to see updated screenshots with how your Zap step is configured along with an example of a ticket link you are trying to use for HubSpot.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

 

An example of the hubspot ticket link is: https://app.hubspot.com/contacts/44488973/record/0-5/2153558165

Troy Tessalone
Userlevel 7
Badge +14

@andreamary006 

You need to replace this value (2150655748) in the URL with the dynamic variable for the Ticket ID, same as you did for the Ticket ID: [ID]

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1

Thanks a lot, Troy. you have been very helpful. it finally worked.

ken.a
Userlevel 7
Badge +6

That’s great news @andreamary006! Big thanks to Troy for lending a hand here.

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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