In this article, we outline the steps to tag Owner types in Sidekick’s Slack messages, such as Deal Owners, SDR Owners, and other Owner property types assigned in your HubSpot. This feature makes it easy for everyone involved to see who is accountable for a specific Lead or Deal.
Here are the steps to do this on the Sidekick platform:
Step 1: Open any new or existing Sidekick Template.
Step 2: Scroll down to the Template Contents section.
Step 3: In the Body sub-section, click on the Insert HubSpot Property dropdown and select the relevant property.
For example, to tag a Deal Owner, select the Deal owner (Tag this Owner) property. Or to tag an SDR Owner, select the SDR (Tag this Owner) property. This is illustrated in the image below.
Step 4: Fill in the other sections in your Template, and then click on Save Template at the bottom of the page.
Step 5: Now, when you use this Template in a Sidekick Workflow, the respective Deal Owners and SDR Owners will get tagged in the Slack message you receive from Sidekick.
The image below shows how owner tagging looks in Sidekick’s message notifications on Slack.
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.