Sidekick lets you enroll a contact into a HubSpot Sequence directly from a Slack or MS Teams message. This makes it easier to take immediate action on new leads, all from within your flow of work in Slack or Microsoft Teams.
Here are the steps to use this feature:
Step 1: Open any new or existing Sidekick Template.
Step 2: Scroll down to the Template Contents section.
Step 3: In the Call to action subsection, click on the first dropdown menu and select the Enroll contact in sequence option.
Note: If you don’t find the Enroll contact in sequence option in your CTAs, try reconnecting your HubSpot app on Sidekick. To do this, click on the dropdown menu on the top-right side of the homepage, and click on Settings. Open the Integrations tab from the left-side panel, and click on the green Reconnect button under the Integrate Source (CRM) -> HubSpot option.
Step 4: Fill in the other sections in your Template, and then click on Create/ Update Template at the bottom of the page.
And you’re done!
Here is an example use case for how you can enroll a new contact in a HubSpot Sequence through Slack/ MS Teams:
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.