> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Customize Contacts

> Learn how to create new HubSpot contacts and customize contact properties directly from WhatsApp using the Eazybe extension

## Overview

The Eazybe WhatsApp Extension allows you to create and manage HubSpot contacts without leaving your WhatsApp conversations. This seamless integration helps you capture leads and maintain accurate contact information in real-time.

<img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1329158233.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=d03b6c15c3c7115e913ca893dbef210f" alt="HubSpot Contact Management in WhatsApp" width="1227" height="900" data-path="images/1329158233.png" />

<Note>
  Contact phone numbers are automatically populated from WhatsApp data and cannot be edited to ensure data consistency.
</Note>

***

## Video Tutorial

Watch how to create and customize HubSpot contacts from WhatsApp:

<iframe width="560" height="315" src="https://www.youtube.com/embed/NHtib99I7x4" title="Create HubSpot Contact from WhatsApp" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

***

## Creating New Contacts

Follow these steps to create a new HubSpot contact directly from WhatsApp:

<Steps>
  <Step title="Open WhatsApp Chat">
    Navigate to the WhatsApp conversation for the contact you want to add to HubSpot.
  </Step>

  <Step title="Access HubSpot Panel">
    Click the **HubSpot icon** in the right sidebar to open the Mini-CRM panel.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1329158695.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=cf5ccce2be89c831ac23ed1fc82e4a3d" alt="HubSpot Icon in Sidebar" width="1227" height="900" data-path="images/1329158695.png" />
  </Step>

  <Step title="Create Contact">
    Click the **Create Contact** button. The phone number will automatically populate from the WhatsApp conversation.

    <Info>
      The phone number field is auto-filled and non-editable to maintain data integrity between WhatsApp and HubSpot.
    </Info>
  </Step>

  <Step title="Fill Contact Details">
    Enter any additional contact information such as:

    * First name and last name
    * Email address
    * Company name
    * Any custom properties configured in your HubSpot account
  </Step>

  <Step title="Save Contact">
    Click **Save** to create the contact in HubSpot. The contact will be instantly available in your CRM.
  </Step>
</Steps>

<Check>
  Once saved, the contact is immediately synced to your HubSpot account and linked to the WhatsApp conversation.
</Check>

***

## Customizing Existing Contacts

You can easily update and customize contact properties for existing HubSpot contacts:

<Steps>
  <Step title="Open Contact Chat">
    Navigate to the WhatsApp conversation of the contact you want to customize.
  </Step>

  <Step title="Click Edit">
    In the Mini-CRM panel, click the **Edit** button within the contact card to modify the contact properties.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1329160376.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=38da2b34bbd746bd7f05617289782d4a" alt="Edit Contact Properties" width="1227" height="900" data-path="images/1329160376.png" />
  </Step>

  <Step title="Modify Properties">
    Update the contact information as needed:

    * Edit existing property values
    * Rearrange the display order of properties
    * Designate fields as required or optional
  </Step>

  <Step title="Apply and Save">
    Click **Apply** to confirm your changes, then click **Save** to update the contact in HubSpot.
  </Step>
</Steps>

***

## Customizing Contact Properties Display

Watch this tutorial on customizing how contact properties are displayed:

<iframe width="560" height="315" src="https://www.youtube.com/embed/FZEaISTkFfk" title="Customize HubSpot Contact Properties" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

***

## Property Configuration Options

<CardGroup cols={2}>
  <Card title="Rearrange Order" icon="arrows-up-down">
    Drag and drop properties to change their display order in the contact card.
  </Card>

  <Card title="Required Fields" icon="asterisk">
    Mark important fields as required to ensure complete contact data.
  </Card>

  <Card title="Optional Fields" icon="circle-dashed">
    Set non-essential fields as optional for flexibility.
  </Card>

  <Card title="Custom Properties" icon="sliders">
    Access and edit any custom HubSpot properties you've configured.
  </Card>
</CardGroup>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Keep Contact Information Updated">
    Regularly review and update contact properties to maintain accurate CRM data.
  </Accordion>

  <Accordion title="Use Consistent Naming Conventions">
    Follow a standard format for names and company information across all contacts.
  </Accordion>

  <Accordion title="Leverage Custom Properties">
    Create custom HubSpot properties for industry-specific information relevant to your business.
  </Accordion>

  <Accordion title="Verify Before Saving">
    Double-check contact details before saving to avoid duplicate or incorrect records.
  </Accordion>
</AccordionGroup>

***

## Need Help?

<Card title="Contact Support" icon="envelope">
  If you have any questions or need further assistance, reach out to us at **[hey@eazybe.com](mailto:hey@eazybe.com)**. We're happy to help!
</Card>
