Hi everyone!
I’m excited to share Sidekick--a sales enablement tool we’ve been working on the past few months. We just went live on the HubSpot app marketplace.
In a nutshell, Sidekick is a two-way integration between HubSpot and Slack with automation and workflow capabilities. You can trigger a Slack message based on object creation/deletion (eg. contact created), property update (eg. lifecycle update) and add Actions to update the object’s properties from the Slack message itself.
Some use cases our customers have implemented with Sidekick:
1. Lead Assignment - A Slack message is triggered to a Channel when a new contact is created with all the relevant information you need to make a decision (say, Location, Company, Revenue). Actions can include updating Lead Status, Assigning AE/SDRs, etc.
2. Deal Rooms - Automatically create a channel on Slack for specific deals. Set HubSpot owners you want to be added to the channel. You can even create custom workflows (based on Deal property updates) to trigger messages in these channels.
3. Pending Followups - This is a recurring message that has a list of Contacts that have not been followed up in a while. Make sure that no leads go unatteneded.
4. Meeting Alerts - This workflow sends a message to the meeting owner with the details of their upcoming meeting. The meeting owner can Add Notes about the meeting and update Meeting Outcomes right from the Slack message.
5. Company Enrichment - This is something we’re super excited about! We’ve just built an integration with ZoomInfo that allows you to query, lookup and sync Company data for a new lead, right inside Slack.
The automation workflows and Slack message templates are designed to give you granular control and implement almost all your Sales processes.
Our goal to is to help simplify Sales processes, increase team efficiency and build org-wide visibility.
We’re just getting started! I’d love to have you folks try Sidekick and share your feedback/thoughts.
Thanks for your time!
Akshat