HubSpot × Slack Bi-directional

Finally, your reps will update the damn CRM.

Sidekick connects HubSpot and Slack bi-directionally — logging conversations automatically, pushing updates to where your reps already are, and keeping your pipeline clean without anyone being asked twice.

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What Sidekick does
Auto-Log
Every Slack customer conversation, logged to HubSpot automatically.

Sidekick watches your Slack Connect channels, summarizes conversations, and writes them to the right contact or deal in HubSpot. No manual effort, no missed context.

See how Auto-Log works
"We caught an unhappy customer early because a complaint in a Slack thread got logged to HubSpot."
— James Okafor, VP Customer Success
HubSpot Adoption
Reps update HubSpot. Without being asked.

Lead routing, data hygiene, workflow nudges — all delivered in Slack or Teams where your reps already are. Sidekick meets them where they work so your CRM stays clean without anyone chasing anyone.

See HubSpot Adoption workflows
"Our pipeline review used to start with a hygiene check. Since Sidekick, deals are just... updated."
— Claire Nolan, RevOps Lead
Meeting Prep
Every rep walks into every meeting prepared.

Sidekick pulls relevant HubSpot context — deal stage, open tasks, last activity, notes — and sends it to the rep in Slack 15 minutes before every meeting. No tab-switching, no scrambling.

See Meeting Prep
"Reps used to walk in blind. Now they get a full briefing in Slack 15 minutes before the call."
— Sarah Mehta, VP Sales
Sidekick in action
Designed to work where your team is.
Meeting Update
Sidekick
Sidekick APP 2:32 PM
🗓️ Your meeting is starting soon!
Meeting Title Discovery Call
Time Today at 3:00 PM EST (in 15 mins)
Attendees John Carter · jcarter@acme.com
Associated Deal Acme Corp — Enterprise Plan
Context Deal owned by Sarah Chen, currently at Demo Scheduled for $18,000, closing March 31. John mentioned his team struggles with manual CRM updates. Follow-up sent Feb 5 — John confirmed interest in Slack-HubSpot sync on Feb 6.
Update meeting outcome:
Add notes for this meeting:
View this meeting in HubSpot
New Lead Assignment
Sidekick
Sidekick APP 9:04 AM
New Inbound Lead
Company: Meridian Health
Name: Claire Osei
Title: VP Revenue Operations
Email: c.osei@meridianhealth.com
Source: LinkedIn · Paid Social
Qualify this lead:
Assign SDR:
Add a note:
Data Hygiene
Sidekick
Sidekick APP 9:00 AM
Deals without a Close Date:
Deal Name: Acme Inc
Amount: USD 120,000
Deal Stage: Appointment Scheduled
Deal Owner: Mark Hamill
Create Date: 24 June 2024
Add a Close Date:
Add a Note to this Deal:
Deal Name: SuperLayer Pte
Amount: USD 150,000
Deal Stage: Appointment Scheduled
Deal Owner: Linda McLeary
Create Date: 25 June 2024
Add a Close Date:
Add a Note to this Deal:
SDR Weekly Recap
Sidekick
Sidekick APP Mon 8:00 AM
Hi, here's a recap of leads that might need some work this week:
Claire Osei, VP Revenue Operations at Meridian Health
Contact Created: 15 Mar (8 days ago)
Lead Status: Attempting Contact
Sequence Enrolled: No
James Tran, Head of Sales Ops at Fieldstone
Contact Created: 16 Mar (7 days ago)
Lead Status: Attempting Contact
Sequence Enrolled: No
Priya Nair, RevOps Lead at Stackline
Contact Created: 18 Mar (5 days ago)
Lead Status: Attempting Contact
Sequence Enrolled: No
Agent · Pipeline Intelligence
Sidekick
Sidekick APP 8:00 AM
📌 Deals Needing Attention
3 deals with no activity in the last 7 days.
Meridian Health
Proposal Sent · $24,000
Owner: Claire Osei
Last Activity: Email sent 2nd Apr, call logged 28th Mar, demo completed 21st Mar.
Stackline Inc
Demo Scheduled · No amount added
Owner: James Tran
Last Activity: Meeting booked 1st Apr, email opened 30th Mar, LinkedIn connect accepted 28th Mar.
Fieldstone Group
Negotiation · $58,000
Owner: Priya Nair
Last Activity: No recent activity available.
Agent · Pipeline Movement
Sidekick
Sidekick APP Mon 8:00 AM
📊 Weekly Pipeline Movement
Total deals with stage changes: 6
Deals Won (2) 🏆
Meridian Health – $24,000
Owner: Claire Osei · Company: Meridian Health Systems
Recent Activity: Demo completed 1st Apr, proposal sent 3rd Apr, verbal close confirmed on call 7th Apr.
Stackline Inc – $18,500
Owner: James Tran · Company: Stackline Inc
Recent Activity: Security review 2nd Apr, legal sign-off 5th Apr, contract countersigned 8th Apr.
Deals Progressed (3) 🚀
Fieldstone Group – $58,000
Moved to: Proposal Sent · Owner: Priya Nair
Company: Fieldstone Group Ltd
Recent Activity: Discovery call 2nd Apr, follow-up email 4th Apr, proposal shared 7th Apr. Next step: awaiting feedback by 14th Apr.
Runway Labs – $36,000
Moved to: Demo Scheduled · Owner: Jamie Chen
Company: Runway Labs Inc
Recent Activity: Inbound request 3rd Apr, qualification call 5th Apr, demo booked for 11th Apr.
CloudBase – $12,000
Moved to: Negotiation · Owner: Sarah Miller
Company: No Company Associated
Recent Activity: Pricing discussion 4th Apr, legal intro 6th Apr, redline shared 8th Apr.
Deals Lost (1) ❌
Acme Corp – $42,000
Owner: Tom Nguyen · Company: Acme Corporation
Recent Activity: Final call 3rd Apr, follow-up sent 5th Apr, lost reason: went with a competitor on 8th Apr.
See all use cases →
From our customers "

Sidekick has been immensely helpful with HubSpot management. It's now very easy for one person to manage all incoming leads and notifications and still have time to accomplish other goals.

Brian McGowan
Account Executive, Supplyframe
60+
Hours saved per rep
every month
<24h
Lead response time
across your team
0
Manual HubSpot updates
required from your reps
Get your team a Sidekick.
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