Your team talks to customers in Slack. None of it makes it to HubSpot.

Sidekick captures every Slack conversation and logs it to the right HubSpot record: AI summary, full transcript, or both. It syncs live engagement metrics to every contact and shows you how each rep engages customers. No manual effort. Nothing missed.

Captures from
Slack Slack Connect
Slack Slack Channels
Slack Connect Channel
#meridian-health (external)
C
Claire Osei · Meridian Health
The team is struggling with onboarding. Can we push go-live by two weeks?
S
Sarah Chen · Your team
Absolutely, I'll update the project plan and loop in CS today.
Auto-logged to HubSpot
Deal · Meridian Health
AI Summary Customer requested 2-week go-live delay. Sarah agreed. CS to be looped in today.
Internal Deal Room
#deal-fieldstone (internal)
P
Priya Nair · AE
Heads up: champion is leaving end of month. Need a new contact introduced before then or this deal stalls.
Logged to deal record
Deal · Fieldstone Group · $58,000
AI Summary Champion departure risk. Action: introduce new contact before end of month.
Post-Sale Account Channel
#acme-success (external)
J
John Carter · Acme Corp
Honestly not getting the value we expected. Not sure we'll renew if things don't improve.
⚠️ Risk signal logged
Company · Acme Corp · Churn Risk
AI Summary Renewal uncertainty flagged. Negative sentiment. CS intervention recommended.

"We caught an unhappy customer early because a complaint in a Slack thread got logged to HubSpot. Before Sidekick, we would have missed it entirely."

James Okafor·VP Customer Success
The problem

The most important customer conversations are happening outside your CRM.

01
Slack is where the real work happens

Prospects push back in Slack Connect. Customers flag issues in shared channels. AEs make commitments in DMs. Your CRM captures the email thread, not the conversation where the deal was actually won or lost.

02
No one logs Slack conversations manually

You can ask reps to copy-paste conversation highlights into HubSpot. Nobody does it. It's too time-consuming, too easy to forget, and too easy to rationalise skipping. The context just lives in Slack forever, invisible to your CRM.

03
Gaps in context cost you deals and customers

When a new AE takes over an account and there's no record of what was promised in Slack, they walk into the relationship blind. When CS doesn't know about a complaint the AE handled, the customer feels ignored. These are churn events that look like relationship failures but are really data failures.

How Sidekick solves it

Every conversation captured. Every record updated. Zero manual effort.

Sidekick watches the Slack channels you specify and logs every conversation to the mapped HubSpot contact, deal, or company: AI summary, full transcript, or both. Then it goes further, syncing engagement metrics to each contact and giving you a per-rep view of Slack activity.

01 · Slack Connect Auto-Log
Every customer Slack conversation, logged to HubSpot

Connect your Slack Connect channels to Sidekick and map them to HubSpot objects. Everyone in the channel is matched to the right HubSpot contact automatically, so notes land where they belong. Sidekick monitors the channel and logs the conversation to HubSpot as an AI summary, the full transcript, or both. A full day of back-and-forth becomes one clean note on the record, not a flood of separate activities. Nothing gets lost. Nothing requires manual effort.

Captures from Slack Connect channels (external customer channels)
Logs to HubSpot contact, deal, or company record
Format AI summary, full transcript, or both
Cadence Daily, one note per day of conversation
#meridian-health (Slack Connect)
Captured conversation
C
Claire Osei
The team is struggling with the onboarding. Can we push the go-live by two weeks?
S
Sarah Chen
Absolutely, I'll update the project plan and loop in our CS lead today.
HubSpot Auto-logged to HubSpot
Deal · Meridian Health · Enterprise
AI SummaryCustomer requested 2-week go-live delay due to onboarding challenges. Sarah agreed. Project plan to be updated, CS lead to be looped in.
02 · Internal Channel Logging
Deal room and account channel conversations, captured

Not just external channels. Sidekick can also monitor internal deal rooms and account channels, capturing internal sales discussion, deal strategy, and team coordination as notes on the right HubSpot record. Full context, one place.

Captures from Internal Slack channels (deal rooms, account channels)
Logs to Mapped HubSpot deal or company
Use case Deal strategy, handoff notes, internal context
#deal-fieldstone-group (Internal)
Internal deal room
P
Priya Nair (AE)
Heads up: procurement mentioned they're comparing us against Salesforce. Price sensitivity is higher than we thought. Dropping deal value est. to $48k.
M
Mike (Manager)
Loop in solutions engineering. Let's put together a ROI calc before the next call.
HubSpot Logged to deal record
Deal · Fieldstone Group · $48,000
AI SummaryCompetitor risk flagged (Salesforce). Price sensitivity higher than expected. Deal revised to $48k. Solutions engineering to build ROI calc before next call.
03 · AI Summaries + Full Transcripts
Summaries you can skim. Transcripts when you need the record.

Sidekick uses AI to read the conversation and write the note a good rep would write if they had time: key decisions, action items, sentiment signals, commitments. And when you need the verbatim record for handoffs, escalations, or compliance, it logs the full transcript alongside the summary, or on its own.

Extracts Decisions, commitments, action items, risk signals
Formats Concise AI summary, full transcript, or both
Tone Professional, contextual, CRM-ready
HubSpot HubSpot · Activity Note
Auto-logged by Sidekick
Contact: Dan Ruiz · Fieldstone Group · Today 11:40 AM
Slack Connect Conversation Summary
Dan confirmed budget approval for the annual plan. Procurement needs the SOC 2 report and a completed security questionnaire before signature. Asked for a revised quote for 25 seats. Agreed to send both by Wednesday. Target signature: end of month.
Budget approved Quote by Wednesday Full transcript attached
04 · Contact Engagement Metrics
Slack engagement, synced to every contact record

Sidekick keeps HubSpot contact records updated with Slack activity in real time. See at a glance how engaged each contact is, when they last messaged you, and how quickly they typically reply. The data lands in native HubSpot properties, so you can use it in lists, workflows, lead scoring, and reports.

Properties Last Slack message, joined Slack, messages sent, channels count, channel names, response time
Updates Real time, as contacts interact in Slack
Use in HubSpot lists, workflows, lead scoring, reports
HubSpot HubSpot · Contact Record
Claire Osei
Meridian Health · VP Operations
Slack Engagement · Synced by Sidekick
Last Slack Message ActivityToday, 3:22 PM
Joined SlackFeb 12, 2026
Messages Sent148
Channels Count2
Channel Names#meridian-health +1
Response Time (Hours)1.4
Updates in real time as the contact interacts in Slack.
05 · Sales Rep Activity
See how every rep engages customers in Slack

The Sales Rep Activity tab turns your tracked channels into a clear picture of how each rep is engaging customers and prospects: messages sent, contacts engaged, active channels, and how quickly they respond. Sort to see who's leading the pack, or who could use a hand. Click into any rep for daily trends and channel breakdowns. The same lens you use for calls and emails, now for Slack.

Per rep Messages sent, contacts engaged, active channels, response speed, replies within an hour
Drill-down Daily trend, top channels, day-by-day activity
Ranges Last 7, 30, or 90 days, or a custom range. One-click CSV export
Where Sidekick dashboard, pinnable inside HubSpot
Sidekick · Sales Rep Activity Last 30 days
RepMsgsContactsResp.
Sarah Chen412380.8h
Priya Nair355291.2h
Tom Ellis287312.4h
82% replies within 1 hour CSV export Pinned in HubSpot
100%
Of mapped Slack conversations
logged to HubSpot
0
Manual copy-paste required
from your team
More context per contact
in HubSpot after 30 days
Workflow templates

Map your channels, set your cadence, done

Every template below is pre-configured. Connect HubSpot, select your Slack channels, map them to HubSpot objects, and Sidekick handles the rest.

🔗
Slack Connect Sync
Automatic · Slack Connect channels
Every customer message in HubSpot
+

Map your Slack Connect channels to HubSpot contacts, deals, or companies. Sidekick monitors conversations and automatically logs them to the mapped record as AI summaries, full transcripts, or both. Each day of conversation lands as one activity and one note. No rep action required.

Source Slack Connect channels (external)
Logs to HubSpot contact, deal, or company
Matching Channel members auto-matched to HubSpot contacts
Format AI summary, full transcript, or both
Cadence Daily sync, one note per day
#acme-support (Slack Connect)
J
John (Customer)
The integration is throwing an error when we try to sync deals over 6 months old.
T
Tom (CS)
On it, this is a known edge case. Fix is in the next release (this Friday). I'll confirm once it's live.
HubSpot Logged automatically
Company · Acme Corp
AI SummaryCustomer reported sync error with deals older than 6 months. CS confirmed known issue. Fix shipping Friday. Follow-up required to confirm resolution.
🏠
Deal Room Logging
Internal Slack channels
Internal deal context preserved in HubSpot
+

Map internal deal rooms (#deal-acme, #deal-fieldstone) to their corresponding HubSpot deals. Sidekick captures the internal discussion (strategy, risk flags, handoff notes) and logs it to the deal record automatically.

Source Internal Slack channels (deal rooms)
Logs to HubSpot deal record
Use case Deal handoffs, strategy alignment, risk logging
Cadence Daily sync
#deal-runway-labs (Internal)
J
Jamie (AE)
Heads up: champion is leaving the company end of month. We need to get a new champion introduced before then.
HubSpot Logged to deal
Deal · Runway Labs · $36,000
AI SummaryChampion departure risk flagged. Leaving end of month. Action required: introduce new champion before then. High urgency.
👥
Customer Channel Automation
Post-sale account channels
CS has full account context at all times
+

For post-sale customer success channels, Sidekick monitors conversations for sentiment signals, feature requests, escalations, and renewal risk, and logs them to the HubSpot company record. CS stays ahead of issues before they become churn.

Source Post-sale customer Slack channels
Logs to HubSpot company or deal record
Signals Sentiment, escalations, feature requests, churn risk
Buyer Customer Success leads, RevOps
#meridian-health-success (Slack Connect)
C
Claire Osei
Honestly, we're not getting as much value as we expected. The team adoption has been slower than we hoped and I'm not sure we'll renew if things don't improve.
HubSpot Risk signal logged
Company · Meridian Health · ⚠️ Churn Risk
AI SummaryCustomer expressed renewal uncertainty due to slow team adoption. Negative sentiment flagged. Immediate CS intervention recommended. Schedule success review call.
📊
Contact Engagement Sync
Real time · All tracked channels
Six engagement properties on every contact
+

Turn on Sync Slack Activity and Sidekick keeps engagement properties updated on every contact: last Slack message activity, joined Slack, messages sent, channels count, channel names, and response time in hours. Build lists, workflows, and reports on live Slack engagement data.

Source All tracked Slack channels
Updates Real time, as contacts interact
Properties 6 native HubSpot contact properties
Setup One toggle, no configuration
HubSpot HubSpot · Contact Record
John Carter
Acme Corp · Head of RevOps
Last Slack Message ActivityYesterday, 5:04 PM
Messages Sent96
Channels Count2
Response Time (Hours)3.1
Updates in real time as the contact interacts in Slack.
Why this works

The CRM that reflects how your team actually works

Nobody wants to copy conversations into HubSpot by hand. Sidekick makes sure HubSpot knows anyway, without asking anyone to change how they work.

🤖
Summaries to skim, transcripts on record

Nobody wants to dig through 200 Slack messages to find the decision. Sidekick writes a concise AI summary any team member can act on, and logs the full transcript alongside when you want the verbatim record.

🔄
Zero behaviour change required

Reps and CS don't need to do anything differently. They keep using Slack the way they always have. Sidekick watches the channels you configure and handles the logging automatically. Adoption is instant because there's nothing to adopt.

🗂️
Context survives team transitions

When an AE leaves, when CS ownership changes, when a deal gets reassigned, the context doesn't disappear with the person. It's in HubSpot. The new owner can read the history and pick up exactly where things left off.

RevOps owns the configuration

Which channels to monitor, which HubSpot objects to map them to, summaries or full transcripts: all configured by RevOps in a no-code UI. No engineering required. No IT tickets. You're live in an afternoon.

Stop losing context
to Slack.
Free to start. Map your first channel in under 10 minutes.