Weekly HubSpot lead report to Slack
Every Monday, posts the week's new HubSpot leads to Slack: how many, how that compares to last week, and who they are.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1HubSpotSearch contactsSearches for contacts created in the last seven days, newest first, and again for the week before to read only its total.
- 2SlackSend messagePosts one report to your channel with the headline count, the week-on-week change, stage and source splits and the newest leads.
How it works
What happens on each run, in plain English.
Every Monday at 07:00, the contacts created in HubSpot over the last seven days are read and posted to Slack as a single report, so the team starts the week knowing whether the funnel moved without opening a dashboard. A second search covers the week before, and only its total is read, for the comparison.
The report leads with how many contacts were created and whether that is up, down or level on the week before. Under it sits the split by lifecycle stage and by original source, then the newest leads named individually with title, company and email so a rep can pick one up straight away. Duplicates are dropped and each contact's creation date is re-checked against the window, so a stray record cannot land in the counts. The headline count comes from HubSpot's own total, so it stays right however many leads there were, and the report says so if not every contact could be pulled back.
You need a HubSpot connection that can read contacts, and a Slack channel for the report.
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