In this article, we explain how to use Sidekick’s ZoomInfo integration on Slack/MS Teams. With this, you can use Action buttons to enrich data inside your workflow on Slack/ MS Teams messages.
Check out this video to see it in action!
Sidekick’s ZoomInfo integration is a super quick two-step process as shown in the video:
- Click on the green “Enrich” button: This will show you the data Sidekick has captured for the Company.
- Click on the “Sync Data to HubSpot” button: Clicking this button will automatically enrich the Company data back on your HubSpot CRM instantly.
You can add more Action buttons to Sidekick’s Message Template to do things like:
- Add a Note about the new lead
- Update the lead status
- Assign the lead to an SDR
- Or action out any other steps that are part of your sales process
Whatever data you capture in Sidekick’s Slack/ MS Teams message will automatically get synced back onto your HubSpot CRM, instantly.
We hope this was helpful! Please feel free to connect with our team if you need help with Sidekick’s ZoomInfo Integration.