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.
"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."
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.
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.
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.
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.
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.
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.
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.
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.
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.
Every template below is pre-configured. Connect HubSpot, select your Slack channels, map them to HubSpot objects, and Sidekick handles the rest.
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.
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.
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.
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.
Nobody wants to copy conversations into HubSpot by hand. Sidekick makes sure HubSpot knows anyway, without asking anyone to change how they work.
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.
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.
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.
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.