Automate Daily HubSpot Contact Digests

TL;DR

This runbook automatically collects new contacts created in HubSpot over the past 24 hours and posts scheduled notifications and a daily summary to Slack. It helps sales, marketing, and RevOps teams stay aligned on lead flow — without logging into HubSpot.

Who is this for?

Sales teams, marketing ops, and revenue operations professionals who want consistent visibility into new contact creation. Especially useful for high-velocity teams that benefit from a daily digest to plan outreach and coordinate follow-ups.

What problem does this solve?

HubSpot doesn’t proactively alert teams about new contacts unless users are actively monitoring the CRM. This can lead to delayed outreach and missed opportunities.

This runbook solves:

• Lack of visibility into daily new contacts
• Manual reporting overhead
• Delays in routing or engaging with new leads

What this workflow accomplishes

• Pulls new contacts created in the last 24 hours from HubSpot
• Posts individual messages to a Slack channel with contact details
• Sends a daily summary with the total number of new contacts processed

This ensures your team stays informed and responsive with minimal effort.

Integrations

This runbook uses the following integrations:

• HubSpot Agent: Used to fetch new contact data. Requires access to the CRM API via OAuth token
• Slack Agent: Used to post contact alerts and summary reports. Requires a Slack bot token or webhook URL with permission to post in a specific channel.

You can configure both via Bearify’s Agents panel.

Setup

• HubSpot:
  • Valid API token
  • Scopes (permissions)
    • crm.objects.contacts.read
    • crm.objects.contacts.search
  • HubSpot Agent installed in Bearify
• Slack:
  • Valid Bot token
  • Scopes (permissions)
    • chat:write
  • Slack Agent installed in Bearify

Runbook Template

🆕 New Contact Created

Name: [First Name] [Last Name]
Email: [Email Address]
Lifecycle Stage: [Lifecycle Stage]
Created At: [Creation Time]

📘 Runbook Executed: Daily New HubSpot Contacts Digest
📅 Date: {{execution_time}}
👥 Total New Contacts: {{contacts_list.length}}
All contacts were successfully processed and announced.