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Overview

The Eazybe WhatsApp Extension allows you to create and manage HubSpot deals without leaving your WhatsApp conversations. This seamless integration helps you track sales opportunities, manage pipelines, and close deals faster by keeping everything in one place.
Ensure the WhatsApp contact is already created in HubSpot before creating a deal for them.

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Video Tutorial

Watch how to create and customize HubSpot deals from WhatsApp:

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Creating HubSpot Deals

Follow these steps to create a new deal for your HubSpot contacts directly from WhatsApp:
1

Choose Your Contact

Open the WhatsApp chat of the contact for whom you want to create a deal. Make sure the contact is already created in HubSpot.Select WhatsApp Contact
2

Navigate to 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.Navigate to Deals Section
3

Initiate New Deal

Click on the New Deal button to start creating a deal for this contact.New Deal Button
4

Customize Deal Properties

Select and customize additional properties for your deal:
  • Deal name
  • Pipeline selection
  • Deal stage
  • Deal amount
  • Close date
  • Custom properties
Reorder properties as needed for your workflow, then click Apply.Customize Deal Properties
5

Complete Deal Details

Fill in all necessary fields with the relevant information, then click Save Deal to create the deal in HubSpot.Save Deal
The deal is now created and automatically linked to the contact in your HubSpot CRM.

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Managing Existing Deals

Once deals are created, you can easily view and edit them from the Mini-CRM panel:

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Viewing Deals

View in HubSpot

Click the redirect button next to the deal name to open it directly in HubSpot for detailed viewing.

Quick Overview

See deal stage, amount, and close date at a glance in the Mini-CRM panel.

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Editing Deals

1

Access Edit Mode

Click the Edit icon next to the deal you want to modify.
2

Update Properties

Modify deal properties as needed:
  • Change the pipeline
  • Update the deal stage
  • Adjust the deal amount
  • Modify the close date
  • Update custom properties
3

Save Changes

Click Save to update the deal in HubSpot.

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Deal Properties You Can Customize

Pipeline

Select which sales pipeline this deal belongs to.

Deal Stage

Track progress from initial contact to closed deal.

Deal Amount

Set the expected value of the deal.

Close Date

Set the expected closing date for forecasting.

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Best Practices

Create deals as soon as you identify a sales opportunity to ensure accurate tracking from the start.
Regularly update deal stages to reflect the current status and maintain accurate pipeline visibility.
Enter realistic deal amounts to improve forecasting accuracy and revenue predictions.
Use realistic close dates and update them as negotiations progress for better pipeline management.

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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!