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Welcome
Welcome Note
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Complete Your Setup
Sidekick Setup Overview
Installing The Sidekick HubSpot Application
Installing The Sidekick Slack Application
Installing The Sidekick MS Teams Application
Complete Your User Mapping
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Navigating the Platform
Sidekick Platform Overview
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Sidekick Workflows
What Are Workflows In Sidekick?
How To Create An Event-Based Workflow on Sidekick
How To Create A Recurring Workflow
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Webhook Subscriptions on Sidekick
What Are Webhook Subscriptions?
How To Create A New Webhook Subscription On Sidekick
Using A Webhook Subscription To Create An Event Based Workflow
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Sidekick Message Templates
What Are Templates On Sidekick?
How To Create A Template For Event-Based Workflows
How To Create A Template For Recurring Workflows
Using Your Message Template In A Sidekick Workflow
How To Add Associations In Templates For Event-Based Workflows
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Deal Rooms
What You Can Do With Sidekick Deal Rooms
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Meeting Notifications
What You Can Do With Sidekick Meeting Notifications
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Sidekick App on Slack
Logging Slack Conversations As Notes On HubSpot
Sidekick App Homepage On Slack
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General Settings
Account Settings on Sidekick
Profile Settings on Sidekick
User Settings on Sidekick
Billing Settings
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User Mapping
Overview Of User Mapping On Sidekick
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Deal Channel Mapping
Overview Of Deal Channel Mapping On Sidekick
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ZoomInfo Integration
What Is Sidekick’s ZoomInfo Integration?
How To Sync Your ZoomInfo Account To Your Sidekick Account
How To Use Sidekick’s ZoomInfo Integration On Slack/MS Teams
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Hubspot Properties
What Are HubSpot Properties On Sidekick?
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Workflows Audit
What Are Sidekick Workflow Audits?
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FAQs
Frequently Asked Questions
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