This article will walk you through Sidekick’s Deal Room feature. This feature enables you to automatically create a new Deal-specific Channel on Slack/ MS Teams, as soon as a new Deal is created on your HubSpot CRM.
To enable Deal Room Settings, click on the dropdown menu on the upper-right hand corner of your Sidekick homepage, and select “Deal Rooms” from the options.
Here are the steps to activate Deal Rooms on Sidekick:
Step 1: Enable this setting by clicking on the button on the upper right corner, under Deal Settings.
Step 2: Enter a Description: The details you add here will automatically get populated in the description section of any new Deal Room Channel created on your Slack/ MS Teams.
Let’s say you want to provide the Channel members context about the Deal by adding its Name, Amount, and Close Date.
- To do this, first type your description message.
- Next, click on the “Insert HubSpot Property” dropdown button.
- Then, select the desired properties: Any standard or custom properties that exist in your CRM will be available for you to choose from here.
Step 3: HubSpot Users: In this section, define which stakeholders you want Sidekick to automatically add to Deal Channels. Any Users you have on your HubSpot will show up here, such as SDRs or Deal Owners.
Step 4: Filter Criteria: This section let’s you define the logic based on which Sidekick automatically creates Deal Channels. Deal Channels will be created for only those Deals that match the specific criteria defined by you here.
For example, you might want to create Deal Channels only for those Deals that are above a certain deal size amount, say $100K.
To do this, first click on “Add filters”:
- In the first dropdown, select “amount” as the HubSpot Property.
- In the second dropdown, define your logic by selecting “greater than”.
- In the third dropdown, enter the deal amount you want to filter by, for example, $100K.
Let’s say you also want to filter by the Deal’s Close Date being within 30 days. Or you want to deep dive into those Deals that are coming in from a specific Source, such as “paid social”.
- You can stack up multiple filters, by clicking on the “and” button for an and combination. Or click on the “filter group” button for an or combination.
Step 5: Deal Engagement Setting: When you enable this, Sidekick will push all the new Notes or Calls that are added on HubSpot for a specific Deal, to that Deal’s dedicated Deal Channel on Slack/ MS Teams.
Step 6: Once you’re done adding all the details, Click on “Save Changes”.
We hope this was helpful! Please feel free to connect with our team if you need help or have questions about what’s possible on Sidekick.