Weekly HubSpot lead reports in Slack

Explore a scheduled workflow that reads recent HubSpot leads, summarizes the records and shares a report in Slack.

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Connected apps

Schedule
HubSpot
Data Summarizer
Slack

A starting template, ready to adapt to your tools and rules. Connections, setup and testing are needed before use.

What you need

A HubSpot connection with read access to the relevant contacts.
A Slack connection with access to the reporting channel.
An agreed reporting schedule, date window and set of fields.

Before using it

Check the date filters and the fields included in the report. Start with sample records and a test Slack channel so the first run does not distribute live contact data to the wrong audience.

This page describes the catalogue’s structural preview. Configuration values, conditions and executable workflow files are not included. Adapt and test the workflow in your own installation.

Preview adapted from the upstream Activepieces template catalogue. Provider accounts and API usage can have their own fees. Sydekyks software is free.

Build and test a mission or get help with setup.

Workflow preview

The template’s step structure. Scroll to follow the graph; use the controls to zoom.

Read the workflow steps

Every Week (Monday 7 am) (Schedule)
Find Contact (Lead) (HubSpot)
Filter (7 Days)
Count Lead HubSpot (Data Summarizer)
Send Message To A Channel (Slack)