Sidekick Setup Overview

76 December 4, 2024

Welcome, we’re excited to know that you’ve decided to simplify sales ops with Sidekick.

Here’s the fastest way to start using Sidekick and see what you can do with this bi-directional integration.

Setting up an account on Sidekick is easy. Just head over to https://web.trysidekick.com/users/sign_up and use your company email ID to create an account.

Create an account on Sidekick and complete your account setup

Once you have created an account, you will need to connect the following integrations to get the full value of Sidekick:

  1. Connect HubSpot: Click on the “Connect HubSpot” button to begin the integration steps.
  2. Connect Slack/ MS Teams: Click on the “Connect Slack” or “Connect MS Teams” button to begin the integration steps.
  3. Map Users: Create a mapping of your HubSpot users to your Slack/ MS Teams users. This is essential for full product experience, as it creates a mapping of users from Slack/ MS Teams and HubSpot. This allows us to know who did what on the Slack/ MS Teams message, and attribute accordingly.
  4. Play with Sidekick: After you’ve connected HubSpot and Slack/ MS Teams, we’ll set you up with a playground.

If you face any issues, please reach out to us at contact@trysidekick.com.