Thanks for your interest in Sidekick. Here’s a quick guide to getting setup with the HubSpot integration for Sidekick.
Step 1: Create an account on web.trysidekick.com.
Step 2: Once you’ve signed up and created an account for yourself (and your organization), you’ll see the following screen. On the top, you’ll be asked to complete your Sidekick setup.
Step 3: To successfully run Sidekick, you need to have the HubSpot app installed. The first button will prompt you to “Install HubSpot App”. Clicking on the button will open the HubSpot integration page.
Step 3.a: If you have multiple HubSpot accounts, the following screen should open asking you to choose the right account to connect with.
Step 3.b: Choose the account you want to integrate with Sidekick and click on “Choose Account”. HubSpot will then show you the OAuth connection screen along with all the permissions Sidekick is requesting on your HubSpot account. Click on “Connect App”.
Once you click on “Connect App”, the Sidekick app will be integrated into your HubSpot account and the browser will redirect you back to the Sidekick homepage. You’ll see a green checkbox and the domain name of your connected HubSpot account.
If you face any problems while connecting to the HubSpot application, please feel free to reach out to us via our support email: contact@trysidekick.com.
Once you’ve connected HubSpot, the next thing to do would be to Install the Slack or MS Teams Application.