Before You Start
- Connect Eazybe to HubSpot. If you have not connected it yet, follow Connect Your HubSpot Account.
- Save each contact’s WhatsApp number with its international country calling code. Team Inbox is inaccessible for contacts whose numbers do not include the code.
- Use a HubSpot account with permission to manage app cards and record layouts.
- Make sure you can access Team Inbox at app.eazybe.com. Your inbox access inside HubSpot is the same as your access there.
Adding a card controls where Team Inbox appears. It does not give you access to additional team conversations.
Add the Cards to Your Records
1
Open Connected Apps
In HubSpot, click the Settings gear in the top navigation. Under Account Management, expand Integrations and select Connected Apps.
2
Select WhatsApp Integration
On Connected Apps, find WhatsApp Integration under My Apps and click its name. You can use Search for an app if you have several apps installed.
3
Open the App Cards Settings
Select the Settings tab, then App cards. The page lists the cards available through WhatsApp Integration.
Click Manage locations on the card you want to add. Scroll down if the ticket card is below the visible area.
4
Enable the Contact Card
In Eazybe Team Inbox, use the Contacts panel. Under Record Page, find Default view and select the Eazybe Team Inbox checkbox in the RIGHT SIDEBAR column. Click Save.The card is now available in the right sidebar of contact records using that view.
Use the checkbox under Record Page for this setup. Conversations Inbox is a separate location. If the Record Page checkbox is already selected, the card is already enabled for that view.
5
Enable the Deal Card
Return to App cards and click Manage locations on Eazybe Deal Team Inbox. In the Deals panel, select Eazybe Deal Team Inbox under Record Page → Default view → RIGHT SIDEBAR, then click Save.
The deal inbox shows the WhatsApp conversation for a contact associated with the deal. Make sure the relevant contact is associated with the deal. Deal Execution is a separate location from Record Page.
6
Enable the Ticket Card
Return to App cards and click Manage locations on Eazybe Ticket Team Inbox. In the Tickets panel, select Eazybe Ticket Team Inbox under Record Page → Default view → RIGHT SIDEBAR, then click Save.The ticket inbox uses the contact associated with the ticket. Make sure the relevant contact is associated before opening its conversation.
7
Position the Card in the Right Sidebar
Open a contact, deal, or ticket record and find its Team Inbox card in the right sidebar. Drag the card by its header to the position you prefer, such as above the other association cards.The contact example below shows Eazybe Team Inbox at the top of the right sidebar. You can reposition the deal and ticket cards in their record sidebars too.
If the Card Does Not Appear
- Check the card for the correct object. Enabling the contact card does not also enable the deal or ticket card.
- Reopen Manage locations and confirm that the checkbox under Record Page → Default view is selected and saved.
- Confirm that the record uses the view you configured. A different record view may need its own card configuration.
- Reload the record after saving and check farther down the right sidebar.