HubSpot's native Slack integration sends notifications. Your reps click through to HubSpot to act on them, or they don't. Sidekick closes that gap: conversations logged automatically, deal alerts actionable from Slack, every meeting briefed before it starts.
"Sidekick has been immensely helpful with HubSpot management. It's now very easy for one person to manage all incoming leads and notifications and still have time to accomplish other goals."
Brian McGowan
·
Account Executive, Supplyframe
The built-in connection notifies. It does not update, log, or surface intelligence. That is the gap Sidekick fills.
HubSpot pushes deal and contact notifications to Slack. But every notification links back to HubSpot. Acting on it still means opening a browser tab, finding the record, and making the change manually. The notification adds a task. It does not remove the trip.
Customer conversations happen in Slack Connect. The native integration does not capture them. Every deal thread, every support exchange, every renewal discussion your team has in Slack is invisible to HubSpot unless someone copies it over by hand.
The native integration is reactive. It tells you what changed. It does not tell you which deals are going stale, which reps have not logged activity, or which meeting tomorrow needs prep. That context lives in HubSpot and never surfaces in Slack.
No engineering required.
Authorise your HubSpot account via OAuth and install the Sidekick app from the Slack Marketplace. No code, no IT ticket.
Choose which workflows to enable: Auto-Log, deal alerts, meeting prep, weekly recaps. Set thresholds and delivery channels. Add Custom Properties to enrich any message with AI-generated analysis.
Sidekick runs in the background. Conversations log to HubSpot. Deal alerts fire. Meeting briefs land in Slack 15 minutes before calls. Your team stops switching tabs.
Information flows in both directions. Slack conversations go into HubSpot. HubSpot data comes into Slack as messages your team can act on without switching tabs.
Sidekick monitors your Slack Connect channels and creates an AI-summarised note on the matching HubSpot contact and deal record. The summary is structured, attributed, and timestamped. No rep involvement. No missed context. Customer conversations stop falling through the gap between Slack and HubSpot.
Sidekick monitors your HubSpot pipeline and flags deals that have gone quiet. Each alert names the specific deal, the rep, and what is missing. Action buttons update HubSpot directly from the Slack message. No tab switch, no manual checking, no hygiene check at the start of every pipeline review.
15 minutes before any meeting with a HubSpot contact, Sidekick sends the rep a Slack message with deal stage, last activity, open tasks, and conversation history. Pulled from HubSpot automatically. Reps walk in with context. No prep work, no searching through notes before the call.
Every Monday, reps and managers get a personalised HubSpot pipeline summary in Slack: deals won, lost, moved, and stalled. Full context, one message. Pipeline reviews start as conversations, not status updates.
Standard integrations send facts: deal name, stage, close date. Custom Properties let you add AI-generated analysis to any Sidekick message, computed fresh from your HubSpot data every time a workflow runs.
Configure a Custom Property alongside any workflow. Define the question. Point it at HubSpot properties, associated object data, and activity history. When the workflow runs, the answer is generated from the latest data and included in the Slack message as a named field.
If your team uses Slack and HubSpot, and CRM data quality is a recurring problem, Sidekick is built for you.
Required fields produce junk data. Enforcement breeds workarounds. Sidekick moves the update to where the work already happens. Reps log because it takes one click, not five steps.
Your reps are not updating HubSpot after calls. Not because they do not care. Because every update requires a context switch. Sidekick removes the switch. Adoption follows.
"Our pipeline review used to start with a hygiene check. Since Sidekick, deals are just updated." Managers spend the review on deals, not on chasing data.
Everything you need to know about connecting HubSpot and Slack with Sidekick.
