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Sidekick Help

Sidekick Knowledge Base

  • Home
  • User Management

User Management

  • Overview Of User Mapping On Sidekick

  • Overview Of User Groups On Sidekick

  • Welcome
    • Welcome Note
  • Complete Your Setup
    • Sidekick Setup Overview
    • Installing The Sidekick HubSpot Application
    • Installing The Sidekick Slack Application
    • Installing The Sidekick MS Teams Application
    • Complete Your User Mapping
    • Add Your User Groups
    • Invite Team Members To Sidekick
  • Navigating the Platform
    • Sidekick Platform Overview
  • Sidekick Workflows
    • What Are Workflows In Sidekick?
    • How To Create An Event-Based Workflow on Sidekick
    • How To Create A Recurring Workflow
  • Sidekick Message Templates
    • What Are Templates On Sidekick?
    • How To Create A Template For Event-Based Workflows
    • How To Create A Template For Recurring Workflows
    • Using Your Message Template In A Sidekick Workflow
    • How To Add Associations In Templates For Event-Based Workflows
    • How To Tag Owner Types In Sidekick’s Slack Messages
    • Enroll In HubSpot Sequence Through Slack/ MS Teams
  • Deal Rooms
    • Auto-Create Slack Or MS Teams Deal Rooms With Sidekick
  • Meeting-Based Workflows
    • How To Enable Meeting Based Triggers
    • How To Use Meetings In Event-Based Workflows
    • How To Use Meetings In Time-Based Workflows
  • Sidekick App on Slack
    • Logging Slack Conversations As Notes On HubSpot
    • Sidekick App Homepage On Slack
    • Auto Sync Slack Connect Conversations To HubSpot
  • General Settings
    • Integrations
    • Profile Settings
    • User Settings
    • Billing Settings
    • Global Settings
  • User Management
    • Overview Of User Mapping On Sidekick
    • Overview Of User Groups On Sidekick
  • HubSpot Webhooks
    • What Are HubSpot Webhooks On Sidekick?
  • Hubspot Properties
    • What Are HubSpot Properties On Sidekick?
  • Workflows Audit
    • What Are Sidekick Workflow Audits?
  • FAQs
    • Frequently Asked Questions

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