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Oversigt
1/7
Sidekick is a powerful, bi-directional integration between HubSpot and Slack that helps sales teams move faster, stay aligned, and keep data clean, without switching tabs.
It’s everything you wish your Slack integration with HubSpot could do.
Timely alerts, deal room collaboration, meeting prep, CRM updates, and more, right where your team works.
Instead of relying on reps to remember processes or update data manually, Sidekick brings HubSpot workflows into Slack. Get notified when something important happens. Surface the right contacts, companies, or deals. And let reps take action directly from the message—no follow-ups, no friction.
What You Can Do with Sidekick:
🔁 Event-Based Workflows
Trigger Slack messages based on any HubSpot event—new lead created, stage change, property updated, and more.
📆 Recurring Workflows
Schedule Slack updates on a daily, weekly, or monthly cadence, like unworked leads from last week or deals missing key properties. Or even meetings that don’t have Outcomes updated.
🔗 Auto-Sync Slack Connect Channels
Automatically log conversations from shared Slack Connect channels to HubSpot. Sidekick maps external users to contacts, tracks messages, and syncs them as HubSpot activities, ensuring nothing gets missed.
⚡ Actionable Notifications
Assign leads, enroll contacts in sequences, update fields, or log notes, without leaving Slack. Sidekick turns alerts into instant action.
🤝 Deal Rooms in Slack
Automatically create Slack channels mapped to HubSpot deals. Stream updates, loop in stakeholders, and collaborate in real time.
📋 Automated Meeting Briefs
Sidekick sends smart meeting prep summaries before every call—pulling deal context, contact history, and action items into Slack.
🧼 CRM Data Hygiene
Surface stale records, missing fields, and unassigned contacts. Let reps fix them right from Slack, no more messy pipelines or guesswork.
Sales teams shouldn’t waste time on admin work.
Sidekick keeps things simple. It shows them what matters, when it matters, inside Slack.
Reps can update HubSpot without leaving Slack, in seconds. That means faster lead follow-ups, better data hygiene and a lot more time to focus on what matters the most, selling.
Pick a pre-built workflow and get started in under a minute.
Funktioner
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Slack Notifications that Drive Actions
With Sidekick, notifications in Slack become actionable. A new lead signed up for a demo on the website? Assign contact owner, update status and even enroll in a sequence, all from the Slack message. New deal? Ensure every property is updated. Cut down response times, ensure your teams act instantly and without the added overhead of tab-switching.
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Automate Deal Rooms in Slack
Turn Slack into your deal HQ. Sidekick auto-creates deal rooms, Slack channels mapped to HubSpot Deals. Get real-time updates on deal updates, stage changes, meetings, and sales activity. Push notes or update properties back in HubSpot. Boost collaboration, stay aligned, and move deals faster—all without leaving Slack.
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Auto Sync Slack Connect Conversations
Effortlessly bridge the communication gap between your Slack Connect channels and HubSpot CRM. Designed for sales, customer success and partner teams using shared Slack channels to talk to prospects, customers or partners, this features ensures that every conversation on shared Slack channels is automatically logged & mapped to HubSpot contacts.
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Automate Meeting Preparation in Slack
Show up prepared for every meeting. Sidekick pulls meeting data, contact history, associated deals data along with any added Notes right into Slack before your call. Crisp, to-the-point and customizable meeting briefs your team will love. What's more, you can also update your meeting outcomes or add meeting notes in the Slack message!
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Zero-Followup Data Hygiene
Sidekick can automatically surface records with missing fields, stale deals, or unassigned contacts as actionable messages in Slack. Reps can update properties directly from Slack. You can even set up recurring workflows to catch issues before they snowball. No more manual followups or chasing team members with "Hey, can you update this..."
Appfunktionalitet
Delte data
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Anmeldelser
- 3. nov 2025
Fremragende værktøj, der hurtigt beriger vores CRM for alle teams med altid tilgængelig support
Meget godt, det hjælper virkelig med hurtigt og effektivt at berige CRM for alle vores teams (marketing, AM, salg). Supporten er altid tilgængelig for at besvare vores spørgsmål eller løse vores problemer.
Kilden til løsningen er at kunne sende Slack-beskeder til færdiggørelse af flere egenskaber
Brugeroplevelsen kan forbedres
Nguyen, A.
- 21. mar 2024
Nødvendigt med en enkel, offentlig og sporbar proces for indgående leads
Sidekick er en vigtig del af min hverdag. Jeg er det teammedlem, der har ansvaret for at kvalificere, dirigere og tildele nye leads til resten af salgsorganisationen. Lead-scoring er ofte et ekstremt omstridt emne for salgs- og marketingteams. Folk har en tendens til at skændes om 'kvalificering' og 'tildelinger', fordi de ikke forstår processen bag, hvorfor noget tildeles på den måde, det gør. Sidekick har givet os mulighed for at skabe en gennemsigtig proces, som hele teamet kan samarbejde om. Det sparer mig også for en masse behandlingstid. I en traditionel HubSpot-arbejdsgang skal jeg følge en uønsket e-mail eller meddelelse for at komme til en HubSpot-side og derefter triangulere oplysninger derfra. Sidekick trækker alle oplysninger ind i et simpelt nyhedsfeed og viser kun de relevante ting, jeg har brug for at vide for at kunne tildele et lead. Derfra kan jeg skifte ejerskab, prioritet, status og endda berigelse fra ZoomInfo. Det er en lille forskel, men det reducerer min procestid pr. lead fra 2-5 minutter til ca. 15-45 sekunder. Det er en kæmpe forandring! Jeg har også en meget renere indbakke. Derudover opretter og administrerer Sidekick individuelle kanaler, når der oprettes aftaler. Det giver mig mulighed for at holde min kommunikation organiseret mellem forskellige projekter og sende meddelelser til de relevante deal-teams meget lettere end gennem en e-mailkæde. Jeg er også af den opfattelse, at Slack-integrationer er den bedste måde at håndtere taktiske datamanipulationsopgaver på. Det forenkler mine 'care-abouts' og holder mig meget mere fokuseret. Sidekick er et ekstremt godt eksempel på denne form for integration og er værd at bruge tid og kræfter på at installere og lære!
Sidekick samler alle indgående leads i én kanal og giver brugerne mulighed for at skifte ejerskab, status og prioritet. Dette føres tilbage til HubSpot. Vi kan derefter spore disse leads i et dashboard. Alle medlemmer af virksomheden har indsigt i workflowet og de handlinger, der er foretaget. Det betyder, at teamet hurtigt kan se, hvordan hvert enkelt lead bliver sporet, evalueret og handlet på.
McGowan, B.
Teknologi – software - 201 til 1.000 medarbejdere
Priser
Demo Plan
0 US$
Experience the Sidekick integration
Three workflows
Unlimited users
Bi-directional Alerts
Demo Plan
0 US$
Experience the Sidekick integration
Three workflows
Unlimited users
Bi-directional Alerts
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 03.12.2025
Flere oplysninger
Udviklet af - Sidekick
Installeringer - 100+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
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