Releases and Updates

by: HubSpot Employee
HubSpot Employee

Your Sidekick Stream, Right Inside HubSpot CRM

HubSpot CRM and Sidekick are a power couple of sales productivity tools, and they now work together even better. You can now access your Sidekick stream right inside HubSpot CRM by clicking Sidekick > Stream in your CRM navigation.


Real Time Prospect Notifications

Sidekick gives you useful insight into the moments of interest happening with your prospects every day that you would otherwise have no way of knowing about. Here are a few examples of things you might see in your Sidekick stream -

  • Which prospects have opened or clicked tracked emails you've sent from your inbox or HubSpot CRM
  • Alerts that prospects are viewing presentations or PDFs you've shared with them (requires Sidekick for Business)
  • Contact visit notifications, valuable alerts triggered when certain leads revisit your website after a period of absence (requires HubSpot marketing)
  • Company visit notifications, alerts about interesting companies of certain types or in certain regions are visiting your website (requires HubSpot marketing)

How it Works

Login to HubSpot CRM and navigate to Sidekick > Stream to see your activity stream. You'll need to be using both Sidekick and HubSpot CRM. If you have trouble or don't see your stream, first make sure that you have Sidekick connected to HubSpot CRM. (All you'll need is the HubID of your HubSpot CRM account - the 6 digit number you see in the URL when you are logged in and viewing the CRM dashboard.)