Sidekick

Get to know Sidekick

It all starts with your email inbox. When you signup for Sidekick, you'll enter your email address, and then be asked which email app you use. If you use another app to check your email, but your account is hosted on Gmail or Google Apps, you can just select the Gmail option to get Sidekick's features when you're checking Gmail online. There's also iOS and Android apps, so you can check Sidekick on the go. Then, if others at your company are already using Sidekick, you'll see their names and have the option to join a team with them.

After that, you'll go to the Sidekick dashboard, where you'll see all of your notifications. Sidekick will get you to send a quick test email with tracking enabled, and then will give you a notification when Sidekick itself reads your message. Next time you want to track an email, you can just click the Sidekick track box in your email app, and you'll then get notified every time your contact opens your email or clicks a link in it. That way, you'll know if a potential employer is reading your resume, or a potential client is checking your proposal—or whether you need to send a followup message.

You'll get the notifications in your browser or with the Sidekick mobile apps, or you can sort through all of your notifications in Sidekick's dashboard. Then, for the rest of Sidekick's smarts, you'll need to go back to your email inbox.

There, when you open a new email message, you'll now get detailed info about the sender from Sidekick. It'll pull in their social network profiles so you can see their occupation, company, and most recent Tweets, along with info from Sidekick about the emails you've sent them. It'll even show detailed info about their employer, so you'll sound more knowledgable when you followup. And, if you connect it to your HubSpot, HubSpot CRM, or Salesforce account, you can add new contacts to your CRM and view your own CRM data on the contact right from your email inbox.

Sending followup emails can get tedious, though, so Sidekick offers one more feature when linked to a HubSpot CRM account: email templates. You'll get up to 5 templates with a free account, or 1,000 templates with a business account. You'll type these up inside HubSpot CRM, adding fields to your emails for contacts' names, company info and more to make personalized emails without typing much. Then, when you're writing an email, you can click Sidekick's Template button to quickly make a reply using your template and the CRM data you've gathered in just a couple clicks. And, in a coming update, you'll be able to send emails from Sidekick on a schedule that takes into account your recipients' locations and will send the message at a time that's best for them.

If you've wanted a way to find out more about your contacts inside Gmail, know when they've opened your message, and automate your replies with templates, Sidekick is a great extension. It's helpful on its own, but when tied to a CRM is very powerful tool to help you make sense of the connections in your email inbox.

Do more with Sidekick

Zapier allows you to instantly connect Sidekick with 2,000+ apps to automate your work and find productivity super powers.

Integrate Twitter with Sidekick

Twitter

Social Media Accounts

6 Zap templates

Integrate LinkedIn with Sidekick

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Zoho CRM with Sidekick

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Gmail with Sidekick

Gmail

Email +1Email, Google

1 Zap template

Integrate Microsoft Office 365 with Sidekick

Microsoft Office 365

Email +1Email, Microsoft
Integrate Mailchimp with Sidekick

Mailchimp

Email Newsletters

2 Zap templates

Integrate HubSpot with Sidekick

HubSpot

Marketing Automation

1 Zap template

Integrate Salesforce (Legacy) with Sidekick

Salesforce (Legacy)

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate SugarCRM 6.2-5 with Sidekick

SugarCRM 6.2-5

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium

1 Zap template

Integrate Trello with Sidekick

Trello

Project Management

1 Zap template

Integrate Facebook Pages with Sidekick

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Capsule CRM with Sidekick

Capsule CRM

CRM (Customer Relationship Management)
Integrate Nimble with Sidekick

Nimble

CRM (Customer Relationship Management)
Integrate Google Sheets with Sidekick

Google Sheets

Google +1Google, Spreadsheets
Integrate Podio with Sidekick

Podio

Project Management

1 Zap template

Integrate Agile CRM with Sidekick

Agile CRM

CRM (Customer Relationship Management)

1 Zap template

Integrate Insightly with Sidekick

Insightly

CRM (Customer Relationship Management)

1 Zap template

Integrate Google Drive with Sidekick

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Instagram with Sidekick

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate Infusionsoft by Keap with Sidekick

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Streak with Sidekick

Streak

CRM (Customer Relationship Management)
Integrate WordPress (Legacy) with Sidekick

WordPress (Legacy)

Website Builders +1Website Builders, WordPress
Integrate Evernote with Sidekick

Evernote

Notes
Integrate Slack with Sidekick

Slack

Team Chat
Integrate ActiveCampaign with Sidekick

ActiveCampaign

Marketing Automation

1 Zap template

Integrate Gravity Forms with Sidekick

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress

1 Zap template

Integrate Asana with Sidekick

Asana

Project Management
Integrate Zendesk with Sidekick

Zendesk

Customer Support +1Customer Support, Premium
Integrate Xero with Sidekick

Xero

Accounting +1Accounting, Premium
Integrate SurveyMonkey with Sidekick

SurveyMonkey

Forms & Surveys

1 Zap template

Integrate Facebook Messenger with Sidekick

Facebook Messenger

Facebook +1Facebook, Social Media Marketing

1 Zap template

Integrate Close with Sidekick

Close

CRM (Customer Relationship Management)
Integrate Formstack with Sidekick

Formstack

Forms & Surveys
Integrate FreshBooks Classic with Sidekick

FreshBooks Classic

Accounting
Integrate SharpSpring with Sidekick

SharpSpring

Marketing Automation
Integrate Highrise with Sidekick

Highrise

CRM (Customer Relationship Management)
Integrate Redmine with Sidekick

Redmine

Project Management
Integrate LeadOutcome with Sidekick

LeadOutcome

Marketing Automation

1 Zap template

Integrate Google Calendar with Sidekick

Google Calendar

Calendar +1Calendar, Google
Integrate YouTube with Sidekick

YouTube

Google +1Google, Video & Audio

1 Zap template

Integrate PayPal with Sidekick

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Constant Contact with Sidekick

Constant Contact

Email Newsletters
Integrate Help Scout with Sidekick

Help Scout

Customer Support
Integrate Zoho Mail with Sidekick

Zoho Mail

Email +1Email, Zoho
Integrate Sumo with Sidekick

Sumo

Ads & Conversion
Integrate Bullhorn CRM with Sidekick

Bullhorn CRM

CRM (Customer Relationship Management)
Integrate Typeform with Sidekick

Typeform

Forms & Surveys
Integrate Stripe with Sidekick

Stripe

Payment Processing
Integrate Google Docs with Sidekick

Google Docs

Documents +1Documents, Google
Integrate Eventbrite with Sidekick

Eventbrite

Event Management
Integrate WooCommerce with Sidekick

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate AWeber with Sidekick

AWeber

Email Newsletters

1 Zap template

Integrate Buffer with Sidekick

Buffer

Social Media Marketing
Integrate Freshdesk with Sidekick

Freshdesk

Customer Support
Integrate SendGrid with Sidekick

SendGrid

Transactional Email
Integrate Mandrill with Sidekick

Mandrill

Transactional Email
Integrate Basecamp 2 with Sidekick

Basecamp 2

Project Management
Integrate Rocket.Chat with Sidekick

Rocket.Chat

Team Chat
Integrate OnePageCRM with Sidekick

OnePageCRM

CRM (Customer Relationship Management)
Integrate Vtiger CRM with Sidekick

Vtiger CRM

CRM (Customer Relationship Management)
Integrate Yammer with Sidekick

Yammer

Microsoft +1Microsoft, Team Chat
Integrate WHMCS with Sidekick

WHMCS

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate HappyFox with Sidekick

HappyFox

Customer Support
Integrate Analytic Call Tracking with Sidekick

Analytic Call Tracking

Call Tracking
Integrate Desk with Sidekick

Desk

Customer Support
Integrate QuickMail.io with Sidekick

QuickMail.io

Drip Emails
Integrate GoToMeeting with Sidekick

GoToMeeting

Video Conferencing
Integrate ClickFunnels with Sidekick

ClickFunnels

Marketing Automation
Integrate Dropbox with Sidekick

Dropbox

File Management & Storage
Integrate Pinterest with Sidekick

Pinterest

Social Media Accounts
Integrate Twilio with Sidekick

Twilio

Phone & SMS
Integrate JotForm with Sidekick

JotForm

Forms & Surveys
Integrate Microsoft Excel with Sidekick

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate QuickBooks Online with Sidekick

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Wufoo with Sidekick

Wufoo

Forms & Surveys
Integrate Intercom with Sidekick

Intercom

Customer Support
Integrate GitHub with Sidekick

GitHub

Developer Tools
Integrate Smartsheet with Sidekick

Smartsheet

Spreadsheets

1 Zap template

Integrate MySQL with Sidekick

MySQL

Databases +1Databases, Premium
Integrate GoToWebinar with Sidekick

GoToWebinar

Premium +1Premium, Webinars
Integrate monday.com with Sidekick

monday.com

Project Management
Integrate Drip with Sidekick

Drip

Drip Emails
Integrate Campaign Monitor with Sidekick

Campaign Monitor

Email Newsletters
Integrate Firebase / Firestore with Sidekick

Firebase / Firestore

Databases
Integrate Mailgun with Sidekick

Mailgun

Transactional Email
Integrate LiveChat with Sidekick

LiveChat

Customer Support
Integrate SQL Server with Sidekick

SQL Server

Databases +1Databases, Premium
Integrate Zillow Tech Connect with Sidekick

Zillow Tech Connect

CRM (Customer Relationship Management)
Integrate PostgreSQL with Sidekick

PostgreSQL

Databases +1Databases, Premium
Integrate Chargebee with Sidekick

Chargebee

Payment Processing
Integrate Jira Software Server with Sidekick

Jira Software Server

Project Management
Integrate Box with Sidekick

Box

File Management & Storage
Integrate Magento with Sidekick

Magento

eCommerce +1eCommerce, Premium
Integrate SoundCloud with Sidekick

SoundCloud

Video & Audio
Integrate BigCommerce with Sidekick

BigCommerce

eCommerce +1eCommerce, Premium
Integrate vcita with Sidekick

vcita

Scheduling & Booking
Integrate DocSend with Sidekick

DocSend

Ads & Conversion
Integrate HelloSign with Sidekick

HelloSign

Signatures
Integrate Mad Mimi with Sidekick

Mad Mimi

Email Newsletters
Integrate Amazon SES with Sidekick

Amazon SES

Amazon +2Amazon, Premium, Transactional Email
Integrate Chatter with Sidekick

Chatter

Team Collaboration
Integrate CallFire with Sidekick

CallFire

Phone & SMS
Integrate Mercury Connect with Sidekick

Mercury Connect

CRM (Customer Relationship Management)
Integrate StatusCake with Sidekick

StatusCake

Server Monitoring
Integrate Evernote Business with Sidekick

Evernote Business

Notes +1Notes, Premium
Integrate Solve CRM with Sidekick

Solve CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Week Plan with Sidekick

Week Plan

Task Management
Integrate AutoRemote with Sidekick

AutoRemote

Notifications
Integrate Tatango with Sidekick

Tatango

Phone & SMS
Integrate FollowUp.cc with Sidekick

FollowUp.cc

Drip Emails
Integrate Tender Support with Sidekick

Tender Support

Customer Support
Integrate Ticketbud with Sidekick

Ticketbud

Event Management
Integrate Zendesk Sell with Sidekick

Zendesk Sell

CRM (Customer Relationship Management)

1 Zap template

Integrate LiveAgent with Sidekick

LiveAgent

Customer Support
Integrate Wistia with Sidekick

Wistia

Video & Audio
Integrate Clio with Sidekick

Clio

CRM (Customer Relationship Management)
Integrate noCRM.io with Sidekick

noCRM.io

CRM (Customer Relationship Management)
Integrate Dasheroo with Sidekick

Dasheroo

Dashboards
Integrate Workboard with Sidekick

Workboard

HR Talent & Recruitment
Integrate Instant Contact with Sidekick

Instant Contact

Contact Management
Integrate Envoy for Visitors with Sidekick

Envoy for Visitors

Event Management
Integrate InvoiceBerry with Sidekick

InvoiceBerry

Accounting
Integrate Sidekick with Sidekick

Sidekick

Contact Management

27 Zap templates

Screenshots

Sidekick Alternatives

See All

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Contacts+

Contact Management

Sidekick Updates

Signals Relaunches as Sidekick, Adds Contact Insights to Your Inbox