Your reps don't update
HubSpot. Let's fix that.

Sidekick gets your pipeline clean and your CRM current — without adding friction to your reps' day.

You've tried required fields. You've tried training sessions. You've tried enforcement. Nothing sticks — because the problem isn't willingness. It's that HubSpot is where RevOps lives, not where reps live. Sidekick meets reps in Slack or MS Teams, where they already are.

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Works with
Slack Slack
MS Teams MS Teams
Brian McGowan

"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
The problem

Your CRM is only as good as what's in it. Right now, it's not enough.

01
Reps live in Slack, not HubSpot

Your reps spend their day in Slack — messaging prospects, coordinating with the team, running their whole workflow. HubSpot feels like a separate job they have to do after the actual work is done.

02
Pipeline reviews start with a cleanup

Every Monday you're spending the first 20 minutes of the call asking "what's the status on this?" and "when does this close?" Because nobody updated the deal when they should have. The data is stale before you even open the report.

03
Enforcement makes things worse

Required fields and admin locks create friction without fixing the root cause. Reps find workarounds. Data quality gets worse. Trust breaks down between RevOps and the sales floor. The problem isn't discipline — it's tooling.

How Sidekick solves it

Slack-native nudges that actually work

Sidekick doesn't try to bring reps into HubSpot. It brings HubSpot to them — as actionable Slack messages at exactly the right moment.

01 — List Digests
Surface what needs attention before anyone has to ask

Sidekick sends automated Slack digests — stale deals, missing close dates, leads without sequences — straight to the right person in Slack or Teams. Each item has one-click action buttons. No HubSpot login required.

Agent · Data Hygiene
Sidekick
Sidekick APP Mon 8:00 AM
📋 5 deals need attention this week
Fieldstone Group — $58,000 Stage: Proposal Sent · No activity in 9 days
Owner: Priya Nair
Runway Labs — $36,000 Stage: Demo Scheduled · Close date missing
Owner: Jamie Chen
Update Close Date Log Activity View in HubSpot
02 — Lead Assignment
New leads routed, qualified, and assigned in seconds

When a new lead comes in, Sidekick fires an alert in Slack with full context — company, title, source, fit signals. The right person can qualify and assign without touching HubSpot. Response times drop from hours to minutes.

New Lead Assignment
Sidekick
Sidekick APP 9:04 AM
🎯 New Inbound Lead
Company: Meridian Health
Name: Claire Osei — VP Revenue Operations
Source: LinkedIn · Paid Social
ICP Score: Strong fit
Qualify this lead:
Assign SDR:
03 — Weekly Recaps
Pipeline movement summaries your team actually reads

Every Monday, reps and managers get a personalised pipeline recap in Slack — deals won, deals lost, deals that moved, deals that stalled. Full context, one place. Pipeline reviews become conversations instead of updates.

Agent · Pipeline Movement
Sidekick
Sidekick APP Mon 8:00 AM
📊 Weekly Pipeline — 6 changes
Won (2) 🏆
Meridian Health — $24,000 · Claire Osei
Stackline Inc — $18,500 · James Tran
Stalled (2) ⚠️
Fieldstone Group — $58,000 · No activity 9d
Acme Corp — $42,000 · Close date past
04 — Report Snapshots
HubSpot reports delivered to Slack on your schedule

Connect any HubSpot report and Sidekick will push it to a Slack channel on whatever cadence you need — daily, weekly, or triggered by a threshold. Your team sees the number without logging in.

Report Snapshot
Sidekick
Sidekick APP Fri 5:00 PM
📈 End of week — Pipeline Report
Open pipeline: $1.2M (↑ 8% vs last week)
Deals closing this month: 14
Avg deal age: 23 days
Deals at risk: 3 — no activity 7d+
View Full Report Open in HubSpot
60+
Hours saved per rep
every month on admin
<24h
Average lead response time
across the team
3×
More deals with complete
data after 60 days
Workflow templates

Ready to deploy in minutes

Every template is pre-built and configurable. Connect HubSpot, pick your channels, set your cadence — live today. Click any template to see exactly what your team receives.

⏱️
Stale Deal Alerts
Triggered by inactivity
Deals unstuck 40% faster
+

When a deal has no logged activity for a configurable number of days, the deal owner gets a direct Slack message with full context and one-click actions. No hunting through HubSpot, no manual reporting. The right person sees the right deal at the right time.

Trigger Deal has no activity for N days (you set the threshold)
Delivered to Deal owner via Slack DM or channel
Actions Log Activity, Update Stage, Snooze, View in HubSpot
Configurable By stage, deal size, owner, or pipeline
Agent · Pipeline Intelligence
Sidekick
SidekickAPPToday 9:00 AM
📌 Deals Needing Attention
3 deals with no activity in the last 7 days.
Fieldstone Group — $58,000 Proposal Sent · Owner: Priya Nair
Last activity: Email sent 9 days ago
Acme Corp — $42,000 Negotiation · Owner: Tom Nguyen
Last activity: Call logged 11 days ago
Log Activity Update Stage View in HubSpot
📅
Missing Close Date
Daily digest
Pipeline accuracy up from day one
+

Every morning, deals in active stages without a close date get flagged to their owners in Slack. One tap to set the date inline — no HubSpot login. Your forecast goes from guesswork to reality.

Trigger Daily at a time you choose
Delivered to Deal owner or RevOps channel
Actions Set Close Date inline, Dismiss, View in HubSpot
Configurable By pipeline stage, deal value threshold
Data Hygiene
Sidekick
SidekickAPPMon 8:00 AM
📅 Deals without a Close Date
4 deals in active stages are missing a close date.
Runway Labs — $36,000 Demo Scheduled · Owner: Jamie Chen
CloudBase — $12,000 Negotiation · Owner: Sarah Miller
Set close date for Runway Labs:
🎯
Lead Assignment
Triggered on lead create
Response time under 24 hours
+

The moment a new lead is created in HubSpot, Sidekick fires an alert to your RevOps or sales channel with full context — company, title, source, and fit signals. Qualify, assign, and enroll in a sequence without leaving Slack.

Trigger New contact or lead created in HubSpot
Delivered to RevOps channel or designated sales channel
Actions Qualify lead, assign SDR, enroll in sequence, add note
Configurable Filter by source, lead score, company size
New Lead Assignment
Sidekick
SidekickAPP9:04 AM
🎯 New Inbound Lead
Company: Meridian Health
Name: Claire Osei — VP Revenue Operations
Source: LinkedIn · Paid Social
ICP Score: Strong fit
Qualify:
Assign SDR:
📋
SDR Weekly Recap
Weekly digest
25% more leads actioned per week
+

Every Monday morning, each SDR receives a personalised digest of their leads — broken down by status, sequence enrollment, and what needs action this week. Managers get a roll-up. No one has to build a report.

Trigger Weekly on a day and time you choose
Delivered to Each SDR via DM; manager roll-up to channel
Actions Enroll in Sequence, Add Task, View in HubSpot
Configurable Lead stages, inactivity threshold, team segments
SDR Weekly Recap
Sidekick
SidekickAPPMon 8:00 AM
📋 Your leads this week
3 leads need your attention.
Claire Osei — Meridian Health Created 5 days ago · Not yet contacted
Enroll in Sequence Add Task View in HubSpot
James Tran — Fieldstone Created 7 days ago · Attempting Contact
Enroll in Sequence Add Task
📊
Report Snapshots
Scheduled delivery
Team stays aligned without a meeting
+

Connect any HubSpot report and Sidekick pushes a snapshot to Slack on your cadence — daily, weekly, or on a threshold trigger. Pipeline health, deal velocity, lead conversion — visible to everyone without anyone having to log in.

Trigger Scheduled (daily/weekly) or metric threshold
Delivered to Any Slack or Teams channel
Actions View Full Report, Open in HubSpot
Configurable Any HubSpot report, any channel, any cadence
Report Snapshot
Sidekick
SidekickAPPFri 5:00 PM
📈 End of week — Pipeline Report
Open pipeline: $1.2M (↑ 8% vs last week)
Closing this month: 14 deals
Avg deal age: 23 days
At risk: 3 deals — no activity 7d+
View Full Report Open in HubSpot
🔔
AE Deal Alerts
Triggered by CRM event
No deal falls through the cracks
+

AEs get a Slack ping the moment something important happens on their deals — a stage change, an email opened, a task overdue, a competitor mentioned. Real-time signal, zero inbox noise.

Trigger Deal stage change, task overdue, email engagement
Delivered to Deal owner via DM
Actions Log Note, Update Stage, Schedule Follow-up
Configurable Event type, deal value, pipeline
AE · Deal Alert
Sidekick
SidekickAPP2:14 PM
🔔 Deal update — Fieldstone Group
Event: Stage moved to Negotiation
Deal value: $58,000
Owner: Priya Nair
Next task: Overdue — Send contract draft
Log Note Update Stage View in HubSpot
🗓️
Meeting Outcome Update
Triggered post-meeting
CRM updated within minutes of every call
+

Right after a meeting ends, the rep gets a Slack prompt to log the outcome and set the next step. Takes 10 seconds. HubSpot stays current without anyone having to remember to update it later.

Trigger Meeting end time in HubSpot calendar
Delivered to Meeting organiser via Slack DM
Actions Set outcome, log notes, set next step
Configurable Delay after meeting end, meeting type filter
Meeting Update
Sidekick
SidekickAPP3:32 PM
✅ How did the call go?
Meeting: Discovery — Acme Corp
Contact: John Carter, VP Sales
Outcome:
Add Notes View in HubSpot
Custom workflows
Don't see exactly what you need?

Describe your workflow and we'll show you how to build it in Sidekick — or set it up for you on a call.

Workflow Builder
I want to notify
When
So they can (optional)
Takes about 2 minutes to configure in Sidekick
Why this works

Visibility, not enforcement

Most CRM adoption tools try to force compliance. Sidekick takes the opposite approach — make the right action so easy it becomes the path of least resistance.

💬
Works where reps already are

Every nudge, digest, and alert lives in Slack or MS Teams. Reps don't need a new habit or a new tool — they just respond to messages they're already reading.

⚡
One-click actions reduce friction to zero

Every Sidekick message includes inline action buttons. Update a close date, log an activity, assign a lead — without opening HubSpot. The easier it is, the more it gets done.

🎯
Context at the moment of action

Sidekick doesn't send generic reminders. Each message includes the specific deal, the specific gap, and the specific action needed — so reps don't have to go digging.

🔧
RevOps controls the logic, not IT

Sidekick workflows are configured entirely through a no-code UI. RevOps owns the triggers, thresholds, channels, and cadences — without filing a ticket or waiting on engineering.

Get your pipeline
clean this week.
Free to start. Up and running in under 30 minutes.
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