Overview

Halpr.ai connects HubSpot with Slack to monitor sales activity, identify follow-up actions, and notify your sales team.

It monitors:

• HubSpot calls and notes
• Outbound sales emails
• Email opens and clicks
• Follow-up tasks
• Booked demos
• Overdue activities

Connect HubSpot

1. Install halpr.ai from the HubSpot Marketplace.
2. Approve the requested HubSpot permissions.
3. Open halpr.ai from your HubSpot account.

Connect Slack

1. Open Settings in halpr.ai.
2. Click Connect Slack.
3. Select your Slack workspace.
4. Select the Slack notification channel.
5. Save the settings.

After Slack is connected, halpr.ai automatically creates an Overdue Tasks channel for overdue-task escalations. You can join this channel to receive overdue notifications.