The HubSpot Objects currently supported by Sidekick are Contacts, Companies, Deals and Meetings.
Yes, Sidekick allows you to update data on HubSpot directly from within Slack/ MS Teams by using the action buttons given in Sidekick’s messages.
Event-Based Workflows trigger when a specific event happens in HubSpot, like a new contact being added.
A recurring workflow triggers at specific time intervals you set, such as weekly or monthly, sending relevant data from HubSpot (e.g., contacts not worked on) to Slack or Microsoft Teams.
You can test a workflow by sending it as a direct message or in a specific channel within Slack or Microsoft Teams using the Test Workflow button on Sidekick’s Workflow page.
Yes, you can add filters based on any standard or custom properties that exist in your HubSpot CRM to ensure that workflows only run for specific objects that meet your criteria.
Yes, workflows can be edited at any time. You can update the workflow name, triggers, filters, and other settings from Sidekick’s Workflow page.
If you turn off a workflow, Sidekick will stop executing the associated automation until you turn it back on.
Yes, by clicking the Details button next to any workflow, you can view the timeline of when the workflow was last run.
Yes, for recurring workflows, you can set the exact day and time for the workflow to trigger and send the message (e.g., weekly on Friday at 5 PM).
Sidekick can send messages to specific public Channels, Deal Channels, Object Owners, or as a Direct Message to users that have been mapped on Sidekick.
When creating a new Workflow on Sidekick, all templates that match the object (contact, company, deal or meeting) and trigger type (event-based or time-based) selected in the workflow will be available to choose from. Message templates contain a description, HubSpot properties, and action buttons to update the CRM from Slack/ MS Teams. You can create new templates or use existing ones from the Templates page.
‘Add Associations’ allows you to link two HubSpot objects. For example, associating a contact object with deal object, enabling Sidekick Workflows to access both contact-level and deal-level data in Sidekick’s messages on your Slack/ MS Teams.
It is possible to add a time lag between a HubSpot event occurring and Sidekick messaging your Slack/ MS Teams for an Event-Based Workflow. This can be done using the Delay in minute data field, specifically for Event-Based Workflow. This is a recommended practice, because HubSpot may take some time to update the relevant properties, based on any automations you may have running in HubSpot.
Sidekick provides a timeline for each workflow. You can view when a workflow was last triggered, along with any success or failure messages, under the Details section of your workflow.
You can deactivate a workflow by toggling the On/Off switch next to the workflow on Sidekick’s Workflow page. This prevents it from running while keeping its configuration intact.
If you have any questions or need assistance, feel free to connect with our team at contact@trysidekick.com or book a call with us here.