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Sidekick

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應用程式

Sidekick

Make Slack Your Sales Command Center

建立者
Sidekick
安裝次數
超過 100 次安裝
評分

5(3)

登入以進行安裝需要 Sidekick 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
檢視所需的帳戶權限
Sidekick 訂閱
Demo PlanStandard 版本

總覽

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.

功能

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 faster—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..."

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Channel or Direct Message

連絡人

連絡人

Channel or Direct Message

公司

公司

Channel or Direct Message

交易

交易

Channel or Direct Message

備註

備註

Channel or Direct Message

會議

會議

Users

擁有者

擁有者

更多共用資料的相關資訊

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.

評論

篩選評論:

排序:


5/5
    2025年11月3日

该工具非常出色,可迅速丰富我们所有团队的客户关系管理,并随时提供支持

非常好,它确实有助于快速有效地充实我们所有团队(市场营销、AM、销售)的 CRM。 技术支持人员随时都能回答我们的问题或解决我们的难题。

你喜歡什麼?

解决方案的源头能够为多个属性的完成发送 Slack 消息

你不喜歡什麼?

改善用户体验

  • Nguyen, A.

已翻譯 from English。 檢視 original 文字

5/5
    2024年3月21日

简单、公开、可追溯的入站线索流程必不可少

Sidekick 是我日常工作中不可或缺的一部分。我是负责将新线索进行资格审查、路由选择并分配给销售组织其他成员的团队成员。 对于销售/营销团队来说,线索评分往往是一个极具争议性的话题。人们往往会在 "资格 "和 "分配 "上争论不休,因为他们不明白为什么要这样分配。Sidekick 让我们创建了一个透明的流程,整个团队都能参与其中。 它还为我节省了大量的处理时间。在传统的 HubSpot 工作流程中,我必须根据垃圾邮件或通知进入 HubSpot 页面,然后从那里三角测量信息。Sidekick 会将所有信息整合到一个简单的新闻源中,只显示我需要知道的相关信息,以便分配线索。在这里,我可以切换所有权、优先级、状态,甚至是来自 ZoomInfo 的丰富信息。虽然差别不大,但我处理每条线索的时间却从 2-5 分钟缩短到 15-45 秒左右。这是巨大的变化!此外,我的收件箱也干净多了。 此外,sidekick 还会在创建交易时创建和管理各个渠道。这样,我就能在各个项目之间有条不紊地进行沟通,并向相关交易团队推送通知,比通过电子邮件链要方便得多。 此外,我认为 Slack 集成是管理战术数据操作任务的最佳方式。它简化了我的 "看护 "工作,让我更加专注。Sidekick 就是这种集成的一个非常好的例子,值得花时间/精力去安装和学习!

你想解決什麼問題?

Sidekick 将所有收到的线索拉入一个渠道,并允许用户切换所有权、状态和优先级。这些信息会反馈到 HubSpot。然后,我们可以在仪表板上跟踪这些线索。公司的所有成员都能看到工作流程和采取的行动。因此,团队可以一目了然地了解每一条线索是如何被跟踪、评估和采取行动的。

  • McGowan, B.

  • 科技:軟體
  • 201 至 1,000 位員工
已翻譯 from English。 檢視 original 文字

價格

此應用程式需要下列其中一個 Sidekick 訂閱版本。

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/12/04

更多資訊

建立者
Sidekick
安裝次數
超過 100 次安裝
類別
此應用程式可用的語言
英語

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