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Sidekick Knowledge Base
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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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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
Auto-Create Slack Or MS Teams Deal Rooms With Sidekick
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Meeting-Based Workflows
How To Enable Meeting Based Triggers
How To Use Meetings In Event-Based Workflows
How To Use Meetings In Time-Based Workflows
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Sidekick App on Slack
Logging Slack Conversations As Notes On HubSpot
Sidekick App Homepage On Slack
Auto Sync Slack Connect Conversations To HubSpot
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General Settings
Integrations
Profile Settings
User Settings
Billing Settings
Global Settings
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User Management
Overview Of User Mapping On Sidekick
Overview Of User Groups On Sidekick
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HubSpot Webhooks
What Are HubSpot Webhooks On Sidekick?
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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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