Overview
The HubSpot Mini-CRM View brings essential CRM functionality directly into your WhatsApp interface. With Eazybe’s Chrome extension, you can access and manage your HubSpot data without switching between applications.
The Mini-CRM View appears in the right sidebar of WhatsApp Web when you have the Eazybe extension installed and connected to HubSpot.
Key Features
The Mini-CRM View provides quick access to five core HubSpot functions:Contact Management
Create and manage HubSpot contacts directly from WhatsApp conversations.
Task & Note Logging
Log tasks and notes to keep track of follow-ups and important information.
Deal Management
Create and track deals associated with your WhatsApp contacts.
Call Logging
Record call activities and maintain a complete communication history.
Support Tickets
Create and manage HubSpot support tickets for customer service tracking.
How It Works
Open WhatsApp Web
Navigate to WhatsApp Web in your Chrome browser with the Eazybe extension installed.
Select a Conversation
Click on any chat conversation to view the associated contact details in the Mini-CRM panel.
Access Mini-CRM Features
Use the sidebar icons to access different CRM functions:
- Contacts — View and edit contact properties
- Tasks — Create follow-up tasks
- Notes — Add notes to the contact record
- Deals — Manage sales opportunities
- Calls — Log call activities
- Tickets — Create support tickets
Benefits
Save Time
Save Time
No need to switch between WhatsApp and HubSpot — manage everything from one interface.
Complete Context
Complete Context
View contact history, deals, and activities while chatting with customers.
Real-Time Sync
Real-Time Sync
All updates are instantly reflected in your HubSpot CRM.
Team Collaboration
Team Collaboration
Share contact information and activities with your team through HubSpot.
Mini-CRM Components
| Component | Description |
|---|---|
| Contacts | Create, view, and edit HubSpot contact records |
| Tasks | Schedule follow-ups and assign tasks |
| Notes | Add context and important information to contacts |
| Deals | Track sales pipeline and opportunities |
| Call Logs | Record and log call activities |
| Tickets | Manage customer support requests |
Getting Started
To use the Mini-CRM View, you need to have the Eazybe Chrome extension installed and connected to your HubSpot account.
Once connected, the Mini-CRM panel automatically appears when you open WhatsApp Web.
Need Help?
Contact Support
If you have any questions or need further assistance, reach out to us at [email protected]. We’re happy to help!