Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Sidekick Subscription - Demo Plan or Standard plans
Overview
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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.
Features
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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..."
App Functionality
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Reviews
- Nov 3, 2025
Excellent tool that rapidly enriches our CRM for all teams with always available support
Very good, it really helps to quickly and efficiently enrich the CRM for all our teams (Marketing, AM, Sales). Support is always available to answer our questions or resolve our issues.
The source of the solution being able to send Slack messages for the completion of multiple properties
The user experience can be improved
Nguyen, A.
- Mar 21, 2024
Essential for a Simple, Public, and Traceable Process for Inbound Leads
Sidekick is an essential part of my day-to-day. I am the team member in charge of qualifying, routing, and assigning new leads to the rest of the sales org. Lead scoring is often an extremely contentious topic for sales/marketing teams. People tend to argue about 'qualification' and 'assignments' because they don't understand the process behind why something is assigned the way it is. Sidekick has allowed us to create a transparent process that the whole team is able to collaborate on. It also saves me a lot of processing time. In a traditional HubSpot workflow, I'll have to follow a junk email or notification to get to a HubSpot page and then triangulate information from there. Sidekick will pull all information into a simple news feed and display only the relevant things I need to know in order to assign a lead. From there, I can toggle ownership, priority, status, and even enrichment from ZoomInfo. It's a subtle difference, but it takes my process time per lead from 2-5 minutes down to about 15-45 seconds. Huge change! Also, I have a much cleaner inbox. In addition, sidekick will create and manage individual channels as deals are created. This allows me to keep my communications organized between various projects, and push out notifications to the relevant deal teams much more easily than through an email chain. Also, I'm of the opinion that Slack integrations are the best way to manage tactical data manipulation tasks. It simplifies my 'care-abouts' and keeps me much more focused. Sidekick is an extremely good example of this sort of integration and is worth the time/effort to install and learn!
Sidekick pulls all incoming leads into one channel & allows users to toggle ownership, status, and priority. This is fed back into HubSpot. We can then track these leads in a dashboard. All members of the company have visibility into the workflow and actions taken. As a result, the team can understand at a glance how every single lead is tracked, evaluated, and acted upon.
McGowan, B.
Technology - Software - 201 to 1,000 employees
Pricing
Demo Plan
$0
Experience the Sidekick integration
Three workflows
Unlimited users
Bi-directional Alerts
Demo Plan
$0
Experience the Sidekick integration
Three workflows
Unlimited users
Bi-directional Alerts
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025
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