In today's digital world, having your CRM and communication tools work seamlessly together is essential. In this blog post, we’ll delve into the most effective ways to combine the power of Slack and HubSpot in your sales process. 

What Is Sidekick?

Sidekick is an automation platform that bridges the gap between HubSpot and Slack with its deep bi-directional integration. It helps sales and revenue teams stay on the same page and keep deals moving smoothly. Sidekick lets you create custom workflows that trigger alerts for HubSpot events. For example, when a lead moves to a new pipeline stage or a deal goes stale, you'll get an alert in Slack. These alerts can appear in a designated channel, group chat, or direct message.

Setting up Sidekick is a breeze. With just one click, you can integrate it and be up and running in minutes, no IT team required. Take Sidekick for a spin today with a free trial account.

Some Useful Ways To Use Sidekick’s Slack And HubSpot Integration

Sidekick's integration with Slack and HubSpot offers many useful features for sales teams. Here are the most popular ways to use this integration that our customers love:

1. New Lead Alerts, Qualification And Assignment 

Speed is crucial when a new lead comes in. Sidekick instantly notifies your Sales or Account rep with an inbound lead alert. These alerts include all the information needed to start actioning out the sales process from Slack, such as assigning reps, Lead Qualification, and updating the Lifecycle Stage. This quick notification increases the chances of closing deals and ensures no lead is missed.

2. Log Meeting Updates From Slack To HubSpot

Logging meeting notes and updating CRM records can be tedious. Sidekick simplifies this by messaging the meeting organizer on Slack after each meeting. With one click, sales reps can input data from the call and update the HubSpot record, all from Slack. This captures every customer interaction and boosts productivity.

3. Weekly Recap

Sidekick tracks all new leads and sends a weekly report to each sales rep. This report shows which leads have been contacted and their status. Customize these messages to include relevant contact properties and update them back in HubSpot. This helps ensure no lead falls through the cracks.

4. Alerts For Stale Deals

Don't let potential deals slip away. Set custom Slack notifications to alert your team when a deal's close date passes. Take action right from Slack, like pushing the close date or closing the deal. This keeps your team proactive and responsive.

5. Create Win Rooms

Sidekick can create a dedicated Slack channel for celebrating sales wins. Whether it’s booking a demo or closing a deal, keep your team updated on all the successes. This boosts morale and fosters a culture of celebration.

6. Get Reports From HubSpot In Slack

Sidekick sends snapshots of your key metrics directly to Slack. Whether it's lead reports, weekly deal activity, or team metrics, you’ll stay informed. Customize messages and set the frequency and destination to keep your team focused and updated without the hassle of clunky report builders.

7. Set Up Deal Channels

When a new deal is created on HubSpot, Sidekick can set up a Slack channel. This channel includes key properties and adds relevant team members. You can choose to enable this for specific deal types. For instance, high-value deals over $100K. Regular deal updates can also be sent to this channel. This provides visibility to cross-functional and leadership team members who don’t want to log into HubSpot for quick updates.

8. Closed Won Alerts

Set up real-time alerts to notify your team when a deal closes. These alerts can go to your Sales Manager, the entire sales team, or a general update channel. This is especially useful for remote teams, helping them celebrate wins together and stay motivated.

9. Intelligent Follow-Ups

Sidekick helps automate data updates and find buried data. This provides actionable insights and prompts your team to add or update data when needed. It ensures your CRM is always current without extra effort, reducing manual data entry and improving accuracy.

Explore More Features

Sidekick’s biggest edge is the ability to bring any sales process from your HubSpot into your Slack, and action it back into the CRM without leaving Slack. The alerts are easily customizable to fit your team's needs, right from the data included to the timing of alerts.

Book a demo today and see the difference having a Sidekick in your sales team can make.