The HubSpot Mini-CRM View inside WhatsApp is a game-changing feature that allows you to manage your HubSpot CRM directly from your WhatsApp interface. It simplifies your workflow by providing key CRM functionalities without switching tabs or apps.
Here’s what you can do with the Mini-CRM View:
Create & Edit Contacts: Add or update HubSpot contacts instantly from your WhatsApp conversations.
Create Tasks & Notes: Never miss a follow-up—log tasks or notes directly linked to your leads.
Manage Deals: Create, view, and update deals in real-time to keep your pipeline on track.
Log Calls: Record call details directly into HubSpot, ensuring no interaction goes undocumented.
Create Support Tickets: Seamlessly create tickets to address customer queries and issues.
This feature is perfect for sales teams and support agents who want to save time, stay organized, and have customer information at their fingertips—all while communicating on WhatsApp.