Take a huge load off your sales team’s shoulders when it comes to manually updating CRM data with this integration.
We all know that keeping our CRM up-to-date is key to tracking progress, making accurate forecasts, and making those all-important business decisions. But let’s be honest—sometimes filling out CRM data can be bottom of our list of priorities.
That's where this hack comes in!
We’ve got a way to streamline your CRM data entry using HubSpot’s integration with Sidekick and Slack. Read the step-by-step now or watch our video:
- Integrate Sidekick with HubSpot and Slack and map users and objects to get set up.
- Develop templates for common data updates. For example, a template can be created for deals without a next step.
- Header: Please add a next step to deal
- Body: has moved to a new stage - please update the deal record and add a next step
- Call to action: Next step
- Once you've created your template, you then want to create a workflow. So click workflow along the top navigation.
- Create workflow using following triggers:
- Object type is deal
- Trigger type is event based
- Name: Update your deal with a next step
- Description: This workflow messages the deal owner to ensure they add a next step for their deal
- Delay is 0
- Workflow trigger as deal stage is known and next step is unknown
- Destination type is channel
- Channel is Slack and choose which channel
- When the workflow is triggered, Sidekick sends a message to Slack.
- Sales team members receive a notification in Slack, allowing them to enter the next step directly without switching to HubSpot.
By integrating HubSpot, Sidekick, and Slack, you’ll take a huge load off your sales team’s shoulders when it comes to manually updating CRM data. This streamlined workflow makes it easier—and more likely—that your team will keep everything up-to-date. So why not give it a try? Your future self (and your sales team) will thank you!