Create HubSpot Deals
Select the Contact
Open the WhatsApp chat of the contact for whom you want to create a deal. Make sure the contact is created on HubSpot.
Access the Deals section
Click on the HubSpot icon in the right sidebar. The fourth button in the top bar will take you to the Deals section.
Create a New Deal
Click on the New Deal button to start creating a deal.
Customize Deal Properties
You will see some default properties, but you can also click on the Edit icon to select and customize additional properties. Reorder the selected properties as per your convenience, and then click Apply. (Note: This step is only applicable if you choose to edit the default properties)
Fill in the Deal details
Complete the necessary fields with relevant information, then click Save Deal. If you need to create more deals, you can do so by clicking on the Add button.
Manage HubSpot DealsView and Manage Deals
Open the WhatsApp chat of the HubSpot contact.
Click on the HubSpot icon and go to the Deals section.
To view or manage a deal, click the redirect button next to the deal name to access it in HubSpot.
Edit Deals
Click the Edit icon next to the deal.
Update properties like pipeline or deal stage as needed.
To add more properties, click Edit at the top, select additional options, and click Save to update.
With EazyBe, managing your deals is as seamless as chatting on WhatsApp!
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!