Run Your Sales Process On Your Slack

Sidekick is an intelligent automation platform that makes your CRM actionable from your Slack.

(It's free to try and needs no credit card)

Run Your Sales Process On Your Slack

Sidekick is an intelligent automation platform that makes your CRM actionable from your Slack.

(It's free to try and needs no credit card)

Run Your Sales Process On Your Slack

Sidekick is an intelligent automation platform that makes your CRM actionable from your Slack.

(It's free to try and needs no credit card)

Woman with a headset

Assign a New Lead

You have a new lead!

Send an Email

New form submission!

New meeting!

New meeting!

Add a note for your meeting!

Add Note

Log Meeting Notes

"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."

Man smiling
Man smiling

Brian McGowan

Account Executive, Supplyframe

Brian McGowan

Account Executive, Supplyframe

Automate and Operationalize

Automate and Operationalize

Sidekick's intelligence platform automates data updates and uncovers buried data, giving you insights that help your team run faster.

Sidekick's intelligence platform automates data updates and uncovers buried data, giving you insights that help your team run faster.

report snapshots from hubspot sent to slack

Intelligent Follow Ups

Actionable Signals

Report Snapshots

Stop wrestling with clunky report builders and remembering when to see what. Sidekick can send you a snapshot on your most important metrics right in your Slack.

new lead assignment on hubspot through slack

Intelligent Follow Ups

Updating the CRM should not be another task on your Sales team. Sidekick will automatically ask them when something needs to be added or updated.

Actionable Signals

Report Snapshots

new lead assignment on hubspot through slack

Intelligent Follow Ups

Updating the CRM should not be another task on your Sales team. Sidekick will automatically ask them when something needs to be added or updated.

Actionable Signals

Report Snapshots

Learn More about Sidekick

Replace Your Native Integration with Intelligent Automation

Not just a notification system, Sidekick allows you to actually update your HubSpot right from Slack. It's like talking to your CRM on Slack.

Two Way Integration

Two Way Integration

Two Way Integration

Your Sales team can update their activities for Contacts, Companies or Deals right from the Slack message.


No more spending time switching tools and context.

Lists as Slack Message

Lists as Slack Message

Lists as Slack Message

Create Filtered lists for Contacts, Companies or Deals. Append properties and send it as a Slack message.


Automatically.
At your desired frequency.

Out of the Box Automations

Out of the Box Automations

Out of the Box Automations

Powerful pre-built automations that will take your Sales game to the next level.

Dynamic Destination for Slack messages, Automated Deal Channels or Custom Webhooks—Sidekick has it all.

Two Way Data Sync and Intelligent Automation
Means Efficiency Across the Revenue Funnel

24Hr

24Hr

Reduce response times to under a day. Prioritize based on your Target Accounts.

4X

4X

More contextual data. Means better, more personalized outreach to Target Personas.

60

60

Person hours saved in a month on average with automation using Sidekick.

Pre-built Use Cases

Choose from 100s of pre-built use cases to optimize your team's workflows, bring efficiency and supercharge your Sales outreach.

New Lead Assigned

New Demo Booked

Upcoming Tasks

Close Date Overdue

Sales Win Room

Deal Health Tracker

Deal Rooms

Missing MEDDIC fields

Upcoming Renewals

Your Sales Team Will Love Sidekick

No more switching between multiple tools to update data.

No more switching between multiple tools to update data.

No more remembering tedious sales and data update workflows.

No more remembering tedious sales and data update workflows.

No learning curve. Everything they need is on their Slack.

No learning curve. Everything they need is on their Slack.

No more, 'Hey, can you update me on this deal.' Ask Sidekick on Slack.

No more, 'Hey, can you update me on this deal.' Ask Sidekick on Slack.

See What Sidekick Can Do

Book a 30 min demo call to the use cases live in action for your business.