![](https://framerusercontent.com/images/RPOFS6Zmp5x29M2i3mPZXgow4.png)
SDR Followup
New Lead Assignment
When a new lead comes in on HubSpot, be it from a Form Submission or through LinkedIn Ads, Sidekick will alert the right people on Slack.
![](https://framerusercontent.com/images/tWKmP1m5EZqLS2q9CBG0BrchVMk.png)
Data Hygiene
Meeting Update
When a sales meeting ends, Sidekick will message the meeting organizer on Slack with relevant properties they need to update.
![](https://framerusercontent.com/images/49yJXZl5dA0loYfBUGO7Owu8t5Q.png)
SDR Followup
SDR Weekly Recap
Sidekick will keep a track of all the leads that have come in and send a weekly report to each SDR. Ensure that no lead falls through the cracks.
![](https://framerusercontent.com/images/FgvXwTk9hs0X94hlkMDb2HyOQ.png)
Snapshots
Report Snapshots
Sidekick can send you a snapshot on your most important metrics right in your Slack. Be it lead reports, weekly deal activity or team's input metrics.
![](https://framerusercontent.com/images/49yJXZl5dA0loYfBUGO7Owu8t5Q.png)
Data Hygiene
Stale Deals
Sidekick will keep a track of all the deals and message you when a deal's close date passes. You can choose to push the close date or Close the deal.
![](https://framerusercontent.com/images/49yJXZl5dA0loYfBUGO7Owu8t5Q.png)
Sales Process
Win Room
Sidekick will create a channel and post all the Sales updates in that channel. Show you appreciation by celebrating wins, both small and big!
![](https://framerusercontent.com/images/ZMlshUhesuL0qqDuUOut39XnLSg.png)
AE Workflows
Deal Channel Creation
When a new deal is created on HubSpot, Sidekick will setup a Slack channel and add relevant people to it. This channel can serve as a war room.
![](https://framerusercontent.com/images/49yJXZl5dA0loYfBUGO7Owu8t5Q.png)
Follow up
Deal Workflows
Create Deal specific workflows like weekly planned activity at the start of the week. Or critical property update notifications sent to the channel.
![](https://framerusercontent.com/images/49yJXZl5dA0loYfBUGO7Owu8t5Q.png)
Sales Process
AE Alerts
Create alerts for specific property updates. Need you people to add some context to a Close Date being pushed? Setup alerts with specific Call to Actions.
![](https://framerusercontent.com/images/pSuVNtCT47AMQUWNMUK5Kcr24.png)
Data Hygiene
Deal Close Date Missing
Deal data hygiene is important! If you're seeing that the deals in your HubSpot CRM are not being updated with a Close Date, use this Sidekick workflow to bring the list in Slack.
Get Your Team a Sidekick
Create an account and take Sidekick for a spin.
No strings attached, no commitment, no credit card required.