How it works
Integrate your HubSpot and Slack with Sidekick. Use these pre-built use case templates to make your Sales Ops a breeze.
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.
When a sales meeting ends, Sidekick will message the meeting organizer on Slack with relevant properties they need to update.
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.
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.
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.
Sidekick will create a channel and post all the Sales updates in that channel. Show you appreciation by celebrating wins, both small and big!
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.
Create Deal specific workflows like weekly planned activity at the start of the week. Or critical property update notifications sent to the channel.
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.
Book a 30 min demo call to the use cases live in action for your business.