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์•ฑ

Sidekick

Make Slack Your Sales Command Center

์ œ์ž‘์ž
Sidekick
์„ค์น˜
์„ค์น˜ ์ˆ˜ 100๊ฐœ ์ด์ƒ
ํ‰๊ฐ€

5(3)

์š”๊ตฌ ์‚ฌํ•ญ

HubSpot ์š”๊ธˆ์ œ
    ๋ชจ๋“  HubSpot ํ”Œ๋žœ์—์„œ ์ž‘๋™
์ž์„ธํžˆ ์•Œ์•„๋ณด๊ธฐ
HubSpot ๊ณ„์ • ๊ถŒํ•œ
ํ•„์ˆ˜ ๊ณ„์ • ๊ถŒํ•œ ๋ณด๊ธฐ
Sidekick ๊ตฌ๋…
Demo Plan ๋˜๋Š” Standard ํ”Œ๋žœ

๊ฐœ์š”

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.


Itโ€™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 messageโ€”no follow-ups, no friction.


What You Can Do with Sidekick:


๐Ÿ” Event-Based Workflows
Trigger Slack messages based on any HubSpot eventโ€”new lead created, stage change, property updated, and more.


๐Ÿ“† 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 donโ€™t have Outcomes updated.


๐Ÿ”— 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.


โšก Actionable Notifications
Assign leads, enroll contacts in sequences, update fields, or log notes, without leaving Slack. Sidekick turns alerts into instant action.


๐Ÿค Deal Rooms in Slack
Automatically create Slack channels mapped to HubSpot deals. Stream updates, loop in stakeholders, and collaborate in real time.


๐Ÿ“‹ Automated Meeting Briefs
Sidekick sends smart meeting prep summaries before every callโ€”pulling deal context, contact history, and action items into Slack.


๐Ÿงผ 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 shouldnโ€™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.

๊ธฐ๋Šฅ

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.

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 fasterโ€”all without leaving Slack.

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.

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!

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..."

์•ฑ ๊ธฐ๋Šฅ

๊ณต์œ  ๋ฐ์ดํ„ฐ
๋ฐ์ดํ„ฐ ์†Œ์Šค
๋™๊ธฐํ™” ๋ฐฉํ–ฅ
HubSpot์— ์žˆ์Œ
HubSpot์— ์žˆ์Œ

Channel or Direct Message

์—ฐ๋ฝ์ฒ˜

์—ฐ๋ฝ์ฒ˜

Channel or Direct Message

ํšŒ์‚ฌ

ํšŒ์‚ฌ

Channel or Direct Message

๊ฑฐ๋ž˜

๊ฑฐ๋ž˜

Channel or Direct Message

๋ฉ”๋ชจ

๋ฉ”๋ชจ

Channel or Direct Message

๋ฏธํŒ…

๋ฏธํŒ…

Users

์†Œ์œ ์ž

์†Œ์œ ์ž

๊ณต์œ  ๋ฐ์ดํ„ฐ์— ๋Œ€ํ•œ ์ž์„ธํ•œ ์ •๋ณด

Users can customize the Slack message template to include the Object Properties they want to see. Users can also customize the properties that show for updating.

๋ฆฌ๋ทฐ

๋ฆฌ๋ทฐ ํ•„ํ„ฐ๋ง:

์ •๋ ฌ:


5/5
    2025๋…„ 11์›” 3์ผ

ํ•ญ์ƒ ์ด์šฉ ๊ฐ€๋Šฅํ•œ ์ง€์›์œผ๋กœ ๋ชจ๋“  ํŒ€์„ ์œ„ํ•ด CRM์„ ๋น ๋ฅด๊ฒŒ ๊ฐ•ํ™”ํ•˜๋Š” ํƒ์›”ํ•œ ๋„๊ตฌ

๋ชจ๋“  ํŒ€(๋งˆ์ผ€ํŒ…, AM, ์˜์—…)์˜ CRM์„ ๋น ๋ฅด๊ณ  ํšจ์œจ์ ์œผ๋กœ ๊ฐ•ํ™”ํ•˜๋Š” ๋ฐ ์ •๋ง ํฐ ๋„์›€์ด ๋ฉ๋‹ˆ๋‹ค. ์ง€์›ํŒ€์€ ํ•ญ์ƒ ์งˆ๋ฌธ์— ๋‹ตํ•˜๊ฑฐ๋‚˜ ๋ฌธ์ œ๋ฅผ ํ•ด๊ฒฐํ•˜๊ธฐ ์œ„ํ•ด ๋Œ€๊ธฐํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๋ฌด์—‡์ด ๋งˆ์Œ์— ๋“œ์‹œ๋‚˜์š”?

์—ฌ๋Ÿฌ ์†์„ฑ์˜ ์™„๋ฃŒ๋ฅผ ์œ„ํ•ด Slack ๋ฉ”์‹œ์ง€๋ฅผ ๋ณด๋‚ผ ์ˆ˜ ์žˆ๋Š” ์†”๋ฃจ์…˜์˜ ์†Œ์Šค์ž…๋‹ˆ๋‹ค.

๋ฌด์—‡์ด ๋งˆ์Œ์— ๋“ค์ง€ ์•Š์œผ์‹œ๋‚˜์š”?

์‚ฌ์šฉ์ž ํ™˜๊ฒฝ์„ ๊ฐœ์„ ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  • Nguyen, A.

๋ฒˆ์—ญ๋œ from English. ๋ณด๊ธฐ original ํ…์ŠคํŠธ

5/5
    2024๋…„ 3์›” 21์ผ

์ธ๋ฐ”์šด๋“œ ๋ฆฌ๋“œ๋ฅผ ์œ„ํ•œ ๋‹จ์ˆœํ•˜๊ณ  ๊ณต๊ฐœ์ ์ด๋ฉฐ ์ถ”์  ๊ฐ€๋Šฅํ•œ ํ”„๋กœ์„ธ์Šค๋ฅผ ์œ„ํ•œ ํ•„์ˆ˜ ์š”์†Œ

์‚ฌ์ด๋“œํ‚ฅ์€ ์ œ ์ผ์ƒ์˜ ํ•„์ˆ˜์ ์ธ ๋ถ€๋ถ„์ž…๋‹ˆ๋‹ค. ์ €๋Š” ์‹ ๊ทœ ๋ฆฌ๋“œ๋ฅผ ๊ฒ€์ฆํ•˜๊ณ , ๋ผ์šฐํŒ…ํ•˜๊ณ , ๋‚˜๋จธ์ง€ ์˜์—… ์กฐ์ง์— ํ• ๋‹นํ•˜๋Š” ์—…๋ฌด๋ฅผ ๋‹ด๋‹นํ•˜๋Š” ํŒ€์›์ž…๋‹ˆ๋‹ค. ์˜์—…/๋งˆ์ผ€ํŒ… ํŒ€์—์„œ ๋ฆฌ๋“œ ์Šค์ฝ”์–ด๋ง์€ ์ข…์ข… ๋…ผ์Ÿ์˜ ์—ฌ์ง€๊ฐ€ ๋งŽ์€ ์ฃผ์ œ์ž…๋‹ˆ๋‹ค. ์‚ฌ๋žŒ๋“ค์€ '์ž๊ฒฉ'๊ณผ 'ํ• ๋‹น'์— ๋Œ€ํ•ด ๋…ผ์Ÿ์„ ๋ฒŒ์ด๋Š” ๊ฒฝํ–ฅ์ด ์žˆ๋Š”๋ฐ, ๊ทธ ์ด์œ ๋Š” ๋ฌด์–ธ๊ฐ€๊ฐ€ ์™œ ๊ทธ๋ ‡๊ฒŒ ํ• ๋‹น๋˜๋Š”์ง€ ๊ทธ ์ด๋ฉด์˜ ํ”„๋กœ์„ธ์Šค๋ฅผ ์ดํ•ดํ•˜์ง€ ๋ชปํ•˜๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค. Sidekick์„ ํ†ตํ•ด ํŒ€ ์ „์ฒด๊ฐ€ ํ˜‘์—…ํ•  ์ˆ˜ ์žˆ๋Š” ํˆฌ๋ช…ํ•œ ํ”„๋กœ์„ธ์Šค๋ฅผ ๋งŒ๋“ค ์ˆ˜ ์žˆ์—ˆ๊ณ  ์ฒ˜๋ฆฌ ์‹œ๊ฐ„๋„ ๋งŽ์ด ์ ˆ์•ฝํ•  ์ˆ˜ ์žˆ์—ˆ์Šต๋‹ˆ๋‹ค. ๊ธฐ์กด์˜ HubSpot ์›Œํฌํ”Œ๋กœ์—์„œ๋Š” ์ •ํฌ ์ด๋ฉ”์ผ์ด๋‚˜ ์•Œ๋ฆผ์„ ๋”ฐ๋ผ HubSpot ํŽ˜์ด์ง€๋กœ ์ด๋™ํ•œ ๋‹ค์Œ ๊ฑฐ๊ธฐ์—์„œ ์ •๋ณด๋ฅผ ์‚ผ๊ฐ ์ธก๋Ÿ‰ํ•ด์•ผ ํ–ˆ์Šต๋‹ˆ๋‹ค. Sidekick์€ ๋ชจ๋“  ์ •๋ณด๋ฅผ ๊ฐ„๋‹จํ•œ ๋‰ด์Šค ํ”ผ๋“œ๋กœ ๊ฐ€์ ธ์™€์„œ ๋ฆฌ๋“œ๋ฅผ ํ• ๋‹นํ•˜๊ธฐ ์œ„ํ•ด ์•Œ์•„์•ผ ํ•  ๊ด€๋ จ ์ •๋ณด๋งŒ ํ‘œ์‹œํ•ด ์ค๋‹ˆ๋‹ค. ๊ฑฐ๊ธฐ์—์„œ ์†Œ์œ ๊ถŒ, ์šฐ์„ ์ˆœ์œ„, ์ƒํƒœ, ์‹ฌ์ง€์–ด ZoomInfo์˜ ๋ณด๊ฐ• ๊ธฐ๋Šฅ๊นŒ์ง€ ์ „ํ™˜ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๋ฏธ๋ฌ˜ํ•œ ์ฐจ์ด์ง€๋งŒ ๋ฆฌ๋“œ๋‹น ์ฒ˜๋ฆฌ ์‹œ๊ฐ„์ด 2~5๋ถ„์—์„œ ์•ฝ 15~45์ดˆ๋กœ ๋‹จ์ถ•๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์—„์ฒญ๋‚œ ๋ณ€ํ™”์ž…๋‹ˆ๋‹ค! ๋˜ํ•œ ๋ฐ›์€ ํŽธ์ง€ํ•จ๋„ ํ›จ์”ฌ ๊น”๋”ํ•ด์กŒ์Šต๋‹ˆ๋‹ค. ๊ฑฐ๋ž˜๊ฐ€ ์„ฑ์‚ฌ๋˜๋ฉด ์‚ฌ์ด๋“œํ‚ฅ์ด ๊ฐœ๋ณ„ ์ฑ„๋„์„ ์ƒ์„ฑํ•˜๊ณ  ๊ด€๋ฆฌํ•ฉ๋‹ˆ๋‹ค. ๋•๋ถ„์— ๋‹ค์–‘ํ•œ ํ”„๋กœ์ ํŠธ ๊ฐ„์˜ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜์„ ์ฒด๊ณ„์ ์œผ๋กœ ๊ด€๋ฆฌํ•˜๊ณ  ๊ด€๋ จ ๊ฑฐ๋ž˜ ํŒ€์— ์•Œ๋ฆผ์„ ํ‘ธ์‹œํ•  ์ˆ˜ ์žˆ์–ด ์ด๋ฉ”์ผ ์ฒด์ธ์„ ์‚ฌ์šฉํ•  ๋•Œ๋ณด๋‹ค ํ›จ์”ฌ ๋” ์‰ฝ๊ฒŒ ์•Œ๋ฆผ์„ ๋ณด๋‚ผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๋˜ํ•œ, ์ €๋Š” Slack ํ†ตํ•ฉ์ด ์ „์ˆ ์  ๋ฐ์ดํ„ฐ ์กฐ์ž‘ ์ž‘์—…์„ ๊ด€๋ฆฌํ•˜๋Š” ๋ฐ ๊ฐ€์žฅ ์ข‹์€ ๋ฐฉ๋ฒ•์ด๋ผ๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. '์‹ ๊ฒฝ ์จ์•ผ ํ•  ์ผ'์„ ๋‹จ์ˆœํ™”ํ•˜๊ณ  ํ›จ์”ฌ ๋” ์ง‘์ค‘ํ•  ์ˆ˜ ์žˆ๊ฒŒ ํ•ด์ค๋‹ˆ๋‹ค. Sidekick์€ ์ด๋Ÿฌํ•œ ์ข…๋ฅ˜์˜ ํ†ตํ•ฉ์„ ๋ณด์—ฌ์ฃผ๋Š” ๋งค์šฐ ์ข‹์€ ์˜ˆ์ด๋ฉฐ ์„ค์น˜ ๋ฐ ํ•™์Šต์— ์‹œ๊ฐ„๊ณผ ๋…ธ๋ ฅ์„ ํˆฌ์žํ•  ๋งŒํ•œ ๊ฐ€์น˜๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค!

์–ด๋–ค ๋ฌธ์ œ๋ฅผ ํ•ด๊ฒฐํ•˜๋ ค๊ณ  ํ•˜๋‚˜์š”?

์‚ฌ์ด๋“œํ‚ฅ์€ ๋ชจ๋“  ์ˆ˜์‹  ๋ฆฌ๋“œ๋ฅผ ํ•˜๋‚˜์˜ ์ฑ„๋„๋กœ ๊ฐ€์ ธ์˜ค๊ณ  ์‚ฌ์šฉ์ž๊ฐ€ ์†Œ์œ ๊ถŒ, ์ƒํƒœ ๋ฐ ์šฐ์„ ์ˆœ์œ„๋ฅผ ์ „ํ™˜ํ•  ์ˆ˜ ์žˆ๋„๋ก ํ•ฉ๋‹ˆ๋‹ค. ์ด ์ •๋ณด๋Š” ๋‹ค์‹œ HubSpot์œผ๋กœ ์ „๋‹ฌ๋ฉ๋‹ˆ๋‹ค. ๊ทธ๋Ÿฐ ๋‹ค์Œ ๋Œ€์‹œ๋ณด๋“œ์—์„œ ์ด๋Ÿฌํ•œ ๋ฆฌ๋“œ๋ฅผ ์ถ”์ ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ํšŒ์‚ฌ์˜ ๋ชจ๋“  ๊ตฌ์„ฑ์›์€ ์›Œํฌํ”Œ๋กœ์™€ ์ทจํ•ด์ง„ ์กฐ์น˜์— ๋Œ€ํ•œ ๊ฐ€์‹œ์„ฑ์„ ํ™•๋ณดํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๊ฒฐ๊ณผ์ ์œผ๋กœ ํŒ€์€ ๋ชจ๋“  ๋ฆฌ๋“œ๊ฐ€ ์–ด๋–ป๊ฒŒ ์ถ”์ , ํ‰๊ฐ€ ๋ฐ ์กฐ์น˜๋˜๋Š”์ง€ ํ•œ ๋ˆˆ์— ํŒŒ์•…ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

  • McGowan, B.

  • ๊ธฐ์ˆ  - ์†Œํ”„ํŠธ์›จ์–ด
  • ์ง์› 201~1,000๋ช…
๋ฒˆ์—ญ๋œ from English. ๋ณด๊ธฐ original ํ…์ŠคํŠธ

๊ฐ€๊ฒฉ ์ฑ…์ •

์ด ์•ฑ์—๋Š” ๋‹ค์Œ Sidekick ๊ตฌ๋… ์š”๊ธˆ์ œ ์ค‘ ํ•˜๋‚˜๊ฐ€ ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค.

Demo Plan

US$0

Experience the Sidekick integration

  • Three workflows

  • Unlimited users

  • Bi-directional Alerts

Demo Plan

US$0

Experience the Sidekick integration

  • Three workflows

  • Unlimited users

  • Bi-directional Alerts

* ์—ฌ๊ธฐ์— ํ‘œ์‹œ๋œ ๊ฐ€๊ฒฉ์€ ํ‘œ์‹œ ๋ชฉ์ ์œผ๋กœ๋งŒ ์‚ฌ์šฉ๋ฉ๋‹ˆ๋‹ค. ๋ชจ๋“  ๊ฐ€๊ฒฉ์—๋Š” ์„ธ๊ธˆ, ์ธ์„ผํ‹ฐ๋ธŒ, ํ• ์ธ ๋˜๋Š” ๊ธฐํƒ€ ๊ฐ€๊ฒฉ ๋ณ€์ˆ˜๊ฐ€ ํฌํ•จ๋˜์–ด ์žˆ์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ๊ฐ€์žฅ ์ตœ์‹ ์˜ ์ •ํ™•ํ•œ ๊ฐ€๊ฒฉ ์ •๋ณด๋ฅผ ์•Œ๊ณ  ์‹ถ๋‹ค๋ฉด ํŒŒํŠธ๋„ˆ์—๊ฒŒ ์—ฐ๋ฝํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. HubSpot์€ ํŒŒํŠธ๋„ˆ๊ฐ€ ์ œ๊ณตํ•˜๋Š” ์ด ๊ฐ€๊ฒฉ ์ •๋ณด์— ๋Œ€ํ•ด ์–ด๋– ํ•œ ์ฑ…์ž„๋„ ์ง€์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ๋งˆ์ง€๋ง‰ ๊ฐ€๊ฒฉ ์—…๋ฐ์ดํŠธ ๋‚ ์งœ: 2025.12.03.

์ž์„ธํ•œ ์ •๋ณด

์ œ์ž‘์ž
Sidekick
์„ค์น˜
์„ค์น˜ ์ˆ˜ 100๊ฐœ ์ด์ƒ
์นดํ…Œ๊ณ ๋ฆฌ
์ด ์•ฑ์„ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๋Š” ์–ธ์–ด
์˜์–ด

ํ˜„์žฌ ์ธ๊ธฐ

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๋„์›€์ด ๋” ํ•„์š”ํ•˜์‹ ๊ฐ€์š”?

HubSpot ์†”๋ฃจ์…˜ ํŒŒํŠธ๋„ˆ์˜ ๋„์›€์„ ๋ฐ›์•„ ๋งž์ถคํ˜• ์†”๋ฃจ์…˜์„ ๊ตฌ์ถ•ํ•˜์„ธ์š”.

๋ชจ๋“  ๋น„์ฆˆ๋‹ˆ์Šค ์š”๊ตฌ ์‚ฌํ•ญ์— ๋Œ€ํ•ด HubSpot ์†”๋ฃจ์…˜ ํŒŒํŠธ๋„ˆ์™€ ์—ฐ๊ฒฐํ•˜์„ธ์š”. ์ถ”์ฒœ์„ ๊ฒ€์ƒ‰ํ•˜๊ณ  ์ ํ•ฉํ•œ ํŒŒํŠธ๋„ˆ๋ฅผ ๊ณ ์šฉํ•˜์—ฌ ํ”„๋กœ์ ํŠธ๋ฅผ ์‹œ์ž‘ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.