Instantly notify a rep in Slack when a high-intent lead books a demo using Make

Prerequisites

Make account (Free plan works for this scenario)
HubSpot connection configured in Make via OAuth
Slack connection configured in Make
A HubSpot form used for demo bookings
A mapping of HubSpot owner IDs to Slack user IDs

Step 1: Add a Watch Form Submissions trigger

Create a new scenario. Add a HubSpot CRM -> Watch Form Submissions module:

Connection: Your HubSpot OAuth connection
Form: Select your demo booking form
Limit: 10 (per poll cycle)

This module fires when new submissions arrive for the specified form.

Instant vs. scheduled

Set the scenario schedule to Immediately for the fastest response. Make will check for new submissions as frequently as your plan allows.

Step 2: Get the contact details

Add a HubSpot CRM -> Get a Contact module:

Contact ID: Use the contact ID from the form submission
Properties: firstname, lastname, email, jobtitle, company, numberofemployees, industry, hubspot_owner_id, hs_analytics_source

Step 3: Map owner to Slack user ID

Add a Tools -> Set Variable module to look up the Slack user ID:

Variable name: slackUserId
Value:

{{switch(2.hubspot_owner_id;
  "12345678"; "U01AAAA";
  "23456789"; "U02BBBB";
  "34567890"; "U03CCCC";
  "45678901"; "U04DDDD";
  "C_FALLBACK_CHANNEL")}}

The last value is the fallback -- if the owner isn't in the map, post to a channel instead of DM'ing.

Switch vs. lookup table

Make's switch() function works for a small team. For larger teams, use a Data Store or Google Sheet as a lookup table -- it's easier to update without editing the scenario.

Step 4: Send a Slack DM with Block Kit

Add a Slack -> Create a Message module:

Connection: Your Slack connection
Channel ID: {{slackUserId}}
Blocks:

[
  {
    "type": "header",
    "text": { "type": "plain_text", "text": "🔥 Demo Booked!" }
  },
  {
    "type": "section",
    "fields": [
      { "type": "mrkdwn", "text": "*Name:*\n{{2.firstname}} {{2.lastname}}" },
      { "type": "mrkdwn", "text": "*Title:*\n{{2.jobtitle}}" },
      { "type": "mrkdwn", "text": "*Company:*\n{{2.company}} ({{2.numberofemployees}} employees)" },
      { "type": "mrkdwn", "text": "*Industry:*\n{{2.industry}}" },
      { "type": "mrkdwn", "text": "*Source:*\n{{2.hs_analytics_source}}" }
    ]
  },
  {
    "type": "actions",
    "elements": [
      {
        "type": "button",
        "text": { "type": "plain_text", "text": "View Contact" },
        "url": "https://app.hubspot.com/contacts/YOUR_PORTAL_ID/contact/{{2.id}}",
        "style": "primary"
      }
    ]
  }
]

Step 5: Schedule and activate

Set the scenario schedule to Immediately
Toggle the scenario to Active

Cost

Free plan: 1,000 credits/month. Each demo booking uses ~3 credits (trigger + get contact + Slack). Handles ~300 demo bookings/month on free.
Core plan: $10.59/mo for 10,000 credits if you need more volume.