Collaboration Rooms in Slack

Spin up shared channels in Slack with a single click in HubSpot. Associate records, invite people, pull & push HubSpot data and manage important documents, all in one place.

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Your deals happen in Slack,
HubSpot lives in the dark.

Your deals happen in Slack,
HubSpot lives in the dark.

Your deals happen in Slack,
HubSpot lives in the dark.

Your team works in Slack. Collaborating on deals, nurturing prospects, and handling customer issues, all inside Slack channels.

Updating HubSpot is a tedious afterthought. It sits there with outdated records and missing conversations, telling you only half the story.

The disconnect is costing you revenue.


Sidekick changes that. It automatically syncs every important Slack conversation into HubSpot. Capturing crucial info as notes. Your reps can pull deal data, update properties, and log activities without ever leaving Slack.

Smart recommendations keep deals moving forward and nothing falls through the cracks.


The result? Your team moves faster, your pipeline stays accurate, and your revenue grows.

Create Slack Channels from HubSpot

Create Slack Channels from HubSpot

Start with zero friction

Spin up shared Slack Channels with all the context from your HubSpot on a click of a button.

Auto Invitate Prospects

Invite all the collaborators, internal team members or external partners with a click of a button.

Bring Context from HubSpot

Pre set, editable templates to create channel descriptions and welcome messages with HubSpot data.

One Click Spin Up

Create a brand new associated Slack channel with a click of a button inside HubSpot.

Files and Documents

Choose which files you want to bring inside Slack. Demo videos, proposals, contracts.

Bi-Directional Integration

Focus on conversations,
Sidekick takes care of the rest.

Sidekick's powerful bi-directional integration means that your Slack and HubSpot always remains updated.

Smart Updates in Slack

Sidekick keeps everyone on the shared channels updated with the latest.

Slash Commands

Query HubSpot data with a quick slack command from the Slack channel.

Auto Sync Convos

All your conversations are synced neatly back to HubSpot contacts. Activity trackers

Smart Recaps

Get people upto speed with conversations and data from HubSpot when needed.

AI-Powered Content

Automated docs and Briefs so you're always in context

Sidekick generates & maintains living Account and Deal based documents for you and your clients.

Generate MAP

Generate Mutual Action Plans automatically and share them with the right people on Slack.

Business Cases

Power your buyers with compelling Business Case built and shared automatically.

Account Plans

Going after Target Accounts require team work and planning. Sidekick maintains the plan for you.

Customize & Share

Edit the templates or create a new one from scratch. You'll never need to create a doc again with Sidekick.

Real-time collab,
faster sales cycles

See how Sidekick better connects your Slack channels with HubSpot and improves revenue.

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Plus your AI assistant inside Slack,

to help move things along, proactively.

Plus Your AI Slack Assistant,
To Help MoveThings Along

Plus AI Slack Assistant,
To Help Move Things Along

Two new contacts from Pied Piper viewed our page

today. Should we enrol them in an email sequence?

Two new contacts from Pied Piper viewed our page today. Should we enrol them in an email sequence?

Enrol in Sequence

View Contacts

Hi emily, rick, jeffery and michael, welcome to the

shared Slack between Pied Piper and Acme! We'll

use this space for everything related to our ongoing

deal discussion. Here's a quick recap of where we are..

Hi emily, rick, jeffery and michael, welcome to the shared Slack between Pied Piper and Acme! We'll use this space for everything related to our ongoing deal discussion. Here's a quick recap of where we are..

Hey emily, due date for signing the contract is coming

up in a day! Is there anything I can do to help

move it ahead?

Hey emily, due date for signing the contract is coming up in a day! Is there anything I can do to help move it ahead?

Hi folks! We have a signed contract! Congratulations

on inking this. As next steps, we need to setup a time

for an onboarding call. Rick can we target this….

Hi folks! We have a signed contract! Congratulations on inking this. As next steps, we need to setup a time for an onboarding call. Rick can we target this….

Used by Teams That Run on Slack

Sidekick enables sales, partnerships and customer success teams to collaborate with their customers without worrying about CRM updates.

Digital Sales Room / Deal Room

Collaborate with buyers, share files and documents in a familiar and managed space.

Account Rooms

A space for sales teams to strategize and execute plays to engage with Target Accounts.

Partner Rooms

Plan and collaborate on Go-To-Market plays with channel partners inside Slack.

Customer Channels

Work with Customers in shared Slack channels to ensure ongoing success.

Take Sidekick for a Spin

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 Sidekick in action

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