Connect other tools
Slack, Teams, HubSpot, Salesforce, Pipedrive, Mailchimp connectors
Team messages or creation of contacts, leads and subscribers on every booking.
What it is for
Feed your sales and messaging tools without going through Zapier.
Before you start
Owner role, Starter plan or higher. The chosen tool’s credentials.
Step by step
- Click Connectors (or Integrations › Team messaging / CRM and marketing).
- Slack: Slack incoming webhook address (https://hooks.slack.com/…). Teams: Teams workflow address. HubSpot: private app token. Pipedrive: API token. Salesforce: instance address, Consumer Key and Consumer Secret. Mailchimp: API key (ends with -us21 or similar) and audience ID.
- Tick the events (for Slack and Teams) then click Save.
- Use Test to validate.
Expected result
Slack/Teams: a message for each appointment. HubSpot/Pipedrive: contact created or updated. Salesforce: lead. Mailchimp: people who agreed to news are added to the audience.
Tips
- CRM connectors react to “Appointment confirmed”. Credentials are encrypted and never shown again.
- Sends go out through the same task as webhooks, with retries (The scheduled task (cron) and what depends on it).
Common problems
- “Connectors are not included in your current plan.”
- Change plan.
- “Invalid Slack address (https://hooks.slack.com/…).” / “Invalid Teams address.” / “Invalid Salesforce address …”
- The address is not from the right provider.
- “Invalid Mailchimp key (it ends with -us21 or similar).”
- Copy the whole key.
- “Fill in: …”
- A field is empty or contains spaces.
- “Too many tests. Try again later.”
- Wait before trying again.