Let’s cut to the chase: you want your sales numbers from HubSpot in Slack every week, and you don’t want to do it manually. If you’re tired of exporting CSVs, copy-pasting, and dreading Monday “Where are those numbers?” messages, this guide’s for you.
We’ll walk through setting up a hands-off system using Bardeen—a browser automation tool that actually works (most days), doesn’t require writing code, and can tie together web apps like HubSpot and Slack for you.
If you’re a sales manager, ops person, or just the unlucky soul who draws the short straw on reporting, you’ll get a setup that runs itself. Let’s make your future Mondays less annoying.
What You’ll Need
Let’s get the checklist out of the way:
- HubSpot account (with access to the sales data you want)
- Slack workspace (and permission to post in the right channel)
- Bardeen account (free to start, but advanced stuff may need a paid plan)
- Chrome browser (Bardeen is a Chrome extension)
- 20-30 minutes and a little patience
If you’re missing any of the above, bookmark this and come back when you’re ready.
Step 1: Figure Out What Report You Actually Need
Before automating anything, be clear about the report you want. It sounds basic, but a lot of people skip this and end up with a useless Slack dump nobody reads.
Ask yourself: - Do you need total deals closed, pipeline value, or something else? - Is this a saved report in HubSpot, or do you need to build it? - Should this be a simple summary, or do you want a chart or table? - Who needs to see this in Slack?
Pro tip: If the report isn’t useful today, automating it won’t make it any better. Clean it up first.
Step 2: Build or Save the Right Report in HubSpot
Go to HubSpot and either: - Find your existing sales report (Dashboard > Reports), or - Build a new one that shows what you actually want (Deals, Revenue, Activities, etc.)
When you’ve got it: - Save the report. - Copy the URL—Bardeen will need this.
Heads up: HubSpot’s export options can be pretty limited if you’re on the free plan. If you can’t export what you want, you’ll have to get creative (maybe screenshots, or just summarizing the key numbers).
Step 3: Set Up Bardeen
If you haven’t used Bardeen before, here’s the quick start: 1. Go to the Chrome Web Store and install the Bardeen extension. 2. Create a free Bardeen account. 3. Authenticate (they’ll ask for permission to access your browser tabs—standard stuff).
Connect HubSpot: - In Bardeen, go to “Integrations.” - Connect your HubSpot account (you’ll log in and approve access). - Make sure Bardeen can see the reports you want.
Connect Slack: - Still in “Integrations,” connect Slack. - Approve and choose the channel you want Bardeen to post in.
If anything fails here, double-check you have the right permissions in both HubSpot and Slack. Sometimes IT locks things down, and you’ll need to get those permissions sorted before going further.
Step 4: Build Your Automation (“Playbook”) in Bardeen
This is where the magic (or sometimes, the mild frustration) happens.
Option 1: Use a Prebuilt Playbook
Bardeen has some templates for HubSpot + Slack. Search for: - “Send HubSpot report to Slack” - Or even just “HubSpot to Slack”
If you find one that fits, great—customize it. Usually, you’ll just need to: - Paste the HubSpot report URL. - Pick the Slack channel. - Set the schedule (weekly, day/time).
Option 2: Build Your Own Playbook (If Templates Don’t Cut It)
If you want more control or can’t find a template, do this:
- Start a new Playbook.
- Trigger: Choose “Schedule” and set it to weekly, on your preferred day and time.
- Action: Add “Get data from HubSpot report.”
- Paste the report URL or select the report from the list.
- Choose what data to pull (summary, full table, etc.).
- Action: Format the message for Slack.
- You can use plain text, or get fancier with tables or attachments.
- Keep it readable—no one likes a wall of numbers.
- Action: Add “Send message to Slack channel.”
- Pick the channel.
- Insert the formatted data.
- Save the Playbook.
Pro tip: Test it before you set it live. Use a private Slack channel or DM yourself first.
What Can Go Wrong
- Weird Formatting: Sometimes tables get squished or pasted as unreadable blobs. If it looks bad, try sending just the summary or key numbers.
- Permissions: If Bardeen can’t fetch your report, you’re probably missing access in HubSpot.
- Timing Issues: Bardeen depends on your browser being open (on the free plan). If you want true “set and forget,” look into their cloud execution (usually paid).
Step 5: Set Your Schedule and Test
Almost there.
- In the Playbook, set your schedule (weekly, pick the day and time your team wants the report).
- Test it by running the Playbook manually.
- Check Slack—does it look right? Is the info clear? If not, tweak the formatting step.
- If you’re happy, let it run automatically.
Pro tip: Don’t send the report to a big team channel until you know it works. Nobody likes spam.
Step 6: Tweak, Iterate, and Actually Use It
Automation isn’t set-and-forget forever. Watch how the report lands in Slack: - Are people ignoring it? Maybe it’s too long or not actionable. - Are there questions every week? Maybe add a summary or explanation. - Did the HubSpot report change? Update the Playbook to match.
It’s fine to adjust as you go. Better to start simple and improve than over-engineer from the get-go.
What Works—and What to Watch Out For
What Works Well
- Simple, recurring reports: If you just want “deals closed this week” or “pipeline update,” this setup is perfect.
- Quick wins: You can set this up in under half an hour once you know what you want.
- No code: Bardeen is genuinely user-friendly compared to a lot of automation tools.
What Doesn’t
- Heavy, complex dashboards: If your HubSpot report is a massive, multi-tab monster, it won’t translate well to Slack. Keep it focused.
- Charts and rich visuals: Slack isn’t great for graphs and images. If you need pretty charts, you’ll have to attach screenshots or link out to HubSpot.
- Flaky schedules: On the free plan, Bardeen automations only run when your browser is open. If you want it to work 24/7, consider upgrading.
Ignore the Hype
- Don’t believe anyone who says this setup will “revolutionize” your sales workflow. It’ll save you some clicks and annoyances, but it isn’t magic.
- Set realistic expectations with your team: this is a convenience, not a silver bullet.
Keep It Simple and Make It Yours
You don’t need a PhD in automation to get value here. Start with a basic sales report, set the schedule, and get it into Slack. If your team reads and uses it, great—iterate from there. If not, tweak it or don’t be afraid to scrap it.
The real win is getting your Mondays back. Don’t overthink it.