Your team talks to customers in Slack. None of it makes it to HubSpot.

Sidekick captures every Slack conversation and logs it to the right HubSpot record — automatically, with an AI summary. No manual effort. Nothing missed.

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Captures from

Slack Connect

Slack Channels

Slack Connect Channel

#meridian-health (external)

Claire Osei · Meridian Health

The team is struggling with onboarding — can we push go-live by two weeks?

Sarah Chen · Your team

Absolutely — I'll update the project plan and loop in CS today.

Auto-logged to HubSpot

Deal · Meridian Health

AI Summary Customer requested 2-week go-live delay. Sarah agreed — CS to be looped in today.

Internal Deal Room

#deal-fieldstone (internal)

Priya Nair · AE

Heads up — champion is leaving end of month. Need a new contact introduced before then or this deal stalls.

Logged to deal record

Deal · Fieldstone Group — $58,000

AI Summary Champion departure risk. Action: introduce new contact before end of month.

Post-Sale Account Channel

#acme-success (external)

John Carter · Acme Corp

Honestly not getting the value we expected — not sure we'll renew if things don't improve.

⚠️ Risk signal logged

Company · Acme Corp — Churn Risk

AI Summary Renewal uncertainty flagged. Negative sentiment. CS intervention recommended.

The problem

The most important customer conversations are happening outside your CRM.

Slack is where the real work happens

Prospects push back in Slack Connect. Customers flag issues in shared channels. AEs make commitments in DMs. Your CRM captures the email thread — not the conversation where the deal was actually won or lost.

No one logs Slack conversations manually

You can ask reps to copy-paste conversation highlights into HubSpot. Nobody does it. It's too time-consuming, too easy to forget, and too easy to rationalise skipping. The context just lives in Slack forever — invisible to your CRM.

Gaps in context cost you deals and customers

When a new AE takes over an account and there's no record of what was promised in Slack, they walk into the relationship blind. When CS doesn't know about a complaint the AE handled, the customer feels ignored. These are churn events that look like relationship failures but are really data failures.

How Sidekick solves it

Every conversation captured. Every record updated. Zero manual effort.

Sidekick watches the Slack channels you specify, summarises conversations using AI, and logs them to the mapped HubSpot contact, deal, or company — automatically.

01 — Slack Connect Auto-Log

Every customer Slack thread logged to HubSpot as a note

Connect your Slack Connect channels to Sidekick and map them to HubSpot objects. Sidekick monitors the channel, periodically summarises conversations using AI, and logs the summary as a note on the right contact or deal. Nothing gets lost. Nothing requires manual effort.

Captures from Slack Connect channels (external customer channels)

Logs to HubSpot contact, deal, or company record

Summary AI-generated, concise, action-oriented

Cadence Configurable — on inactivity, on schedule, or on demand

#meridian-health (Slack Connect)

Captured conversation

Claire Osei

The team is struggling with the onboarding — can we push the go-live by two weeks?

Sarah Chen

Absolutely — I'll update the project plan and loop in our CS lead today.

Auto-logged to HubSpot

Deal · Meridian Health — Enterprise

AI SummaryCustomer requested 2-week go-live delay due to onboarding challenges. Sarah agreed — project plan to be updated, CS lead to be looped in.

02 — Internal Channel Logging

Deal room and account channel conversations, captured

Not just external channels. Sidekick can also monitor internal deal rooms and account channels — capturing internal sales discussion, deal strategy, and team coordination as notes on the right HubSpot record. Full context, one place.

Captures from Internal Slack channels (deal rooms, account channels)

Logs to Mapped HubSpot deal or company

Use case Deal strategy, handoff notes, internal context

#deal-fieldstone-group (Internal)

Internal deal room

Priya Nair (AE)

Heads up — procurement mentioned they're comparing us against Salesforce. Price sensitivity is higher than we thought. Dropping deal value est. to $48k.

Mike (Manager)

Loop in solutions engineering. Let's put together a ROI calc before the next call.

Logged to deal record

Deal · Fieldstone Group — $48,000

AI SummaryCompetitor risk flagged (Salesforce). Price sensitivity higher than expected — deal revised to $48k. Solutions engineering to build ROI calc before next call.

03 — AI-Powered Summaries

Not transcripts. Summaries that actually help

Sidekick doesn't dump a raw message log into HubSpot. It uses AI to read the conversation, extract what matters — key decisions, action items, sentiment signals, commitments — and write a concise note in plain English. The kind of note a good rep would write if they had time.

Extracts Decisions, commitments, action items, risk signals

Format Concise plain-English note, not a transcript

Tone Professional, contextual, CRM-ready

HubSpot · Activity Note

Auto-logged by Sidekick

Contact: Claire Osei · Meridian Health · Today 3:22 PM

Slack Connect Conversation Summary

Claire flagged concern about activity logging consistency affecting reporting accuracy. Interested in understanding Sidekick's enforcement approach — clarified Sidekick surfaces gaps, HubSpot enforces. Strong interest in MS Teams support (half her team uses Teams). Demo call scheduled for Thursday. Next step: confirm Teams compatibility and prepare tailored demo.

Demo scheduled MS Teams interest Pain: CRM adoption

Workflow templates

Map your channels, set your cadence, done

Every template below is pre-configured. Connect HubSpot, select your Slack channels, map them to HubSpot objects — and Sidekick handles the rest.

🔗

Slack Connect Sync

Continuous — Slack Connect channels

Every customer message in HubSpot

Map your Slack Connect channels to HubSpot contacts, deals, or companies. Sidekick monitors conversations and automatically logs AI-summarised notes on the mapped record. No rep action required.

Source Slack Connect channels (external)

Logs to HubSpot contact, deal, or company

Summary AI-generated note, extracted key points

Cadence On inactivity threshold or on schedule

#acme-support (Slack Connect)

John (Customer)

The integration is throwing an error when we try to sync deals over 6 months old.

Tom (CS)

On it — this is a known edge case. Fix is in the next release (this Friday). I'll confirm once it's live.

Logged automatically

Company · Acme Corp

AI SummaryCustomer reported sync error with deals older than 6 months. CS confirmed known issue — fix shipping Friday. Follow-up required to confirm resolution.

🏠

Deal Room Logging

Internal Slack channels

Internal deal context preserved in HubSpot

Map internal deal rooms (#deal-acme, #deal-fieldstone) to their corresponding HubSpot deals. Sidekick captures internal discussion — strategy, risk flags, handoff notes — and logs it to the deal record automatically.

Source Internal Slack channels (deal rooms)

Logs to HubSpot deal record

Use case Deal handoffs, strategy alignment, risk logging

Cadence On inactivity or at end of day

#deal-runway-labs (Internal)

Jamie (AE)

Heads up — champion is leaving the company end of month. We need to get a new champion introduced before then.

Logged to deal

Deal · Runway Labs — $36,000

AI SummaryChampion departure risk flagged — leaving end of month. Action required: introduce new champion before then. High urgency.

👥

Customer Channel Automation

Post-sale account channels

CS has full account context at all times

For post-sale customer success channels, Sidekick monitors conversations for sentiment signals, feature requests, escalations, and renewal risk — and logs them to the HubSpot company record. CS stays ahead of issues before they become churn.

Source Post-sale customer Slack channels

Logs to HubSpot company or deal record

Signals Sentiment, escalations, feature requests, churn risk

Buyer Customer Success leads, RevOps

#meridian-health-success (Slack Connect)

Claire Osei

Honestly, we're not getting as much value as we expected. The team adoption has been slower than we hoped and I'm not sure we'll renew if things don't improve.

Risk signal logged

Company · Meridian Health — ⚠️ Churn Risk

AI SummaryCustomer expressed renewal uncertainty due to slow team adoption. Negative sentiment flagged. Immediate CS intervention recommended — schedule success review call.

Why this works

The CRM that reflects how your team actually works

Slack is where the real work happens. Sidekick makes sure HubSpot knows about it — without asking anyone to change how they work.

🤖

AI summaries, not transcripts

Nobody wants to read 200 Slack messages in a HubSpot note. Sidekick uses AI to extract what matters — decisions, commitments, sentiment signals, action items — and writes a concise summary that any team member can act on.

🔄

Zero behaviour change required

Reps and CS don't need to do anything differently. They keep using Slack the way they always have. Sidekick watches the channels you configure and handles the logging automatically. Adoption is instant because there's nothing to adopt.

🗂️

Context survives team transitions

When an AE leaves, when CS ownership changes, when a deal gets reassigned — the context doesn't disappear with the person. It's in HubSpot. The new owner can read the history and pick up exactly where things left off.

⚡

RevOps owns the configuration

Which channels to monitor, which HubSpot objects to map them to, how often to summarise — all configured by RevOps in a no-code UI. No engineering required. No IT tickets. You're live in an afternoon.