> ## 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.

# Customer Details & HubSpot

> Use the Team Inbox customer profile, follow-ups, tasks, AI properties, and linked HubSpot CRM tools beside a conversation.

Open customer details from the conversation header to keep context and next actions beside the message history. The panel can switch between the Eazybe **User profile** and **HubSpot**.

<Info>
  **Add image here:** Add a screenshot showing the User profile/HubSpot switch and Profile, Follow-up, and Task tabs. Save it as `/images/team-inbox/customer-details-overview.png`.
</Info>

## Use the User profile

The User profile contains three tabs:

| Tab           | Use it for                                                      |
| ------------- | --------------------------------------------------------------- |
| **Profile**   | Review AI insights and configured customer properties.          |
| **Follow-up** | Add customer notes and optionally schedule a reminder.          |
| **Task**      | Create, assign, prioritize, track, and complete customer tasks. |

The panel header shows the customer's name and phone number. Close the panel with **x** when you need more room for the conversation.

## Review and update Profile information

On an eligible plan, **Profile** shows AI insights and AI properties maintained for the selected customer.

Properties can be read-only or editable. Editable types include text, number, single-select dropdown, and multi-select dropdown.

<Steps>
  <Step title="Open Profile">
    Open customer details and select **Profile**.

    <Info>
      **Add image here:** Add a screenshot showing customer details and the Profile tab. Save it as `/images/team-inbox/profile-open.png`.
    </Info>
  </Step>

  <Step title="Review the information">
    Read AI-generated insights and current property values.

    <Info>
      **Add image here:** Add a screenshot showing AI Insights and AI Properties. Save it as `/images/team-inbox/profile-review-properties.png`.
    </Info>
  </Step>

  <Step title="Edit supported properties">
    Enter text or numbers, or select one or more dropdown values.

    <Info>
      **Add image here:** Add a screenshot showing editable text, number, and dropdown properties. Save it as `/images/team-inbox/profile-edit-properties.png`.
    </Info>
  </Step>

  <Step title="Save changes">
    Select **Save changes** to store the edits.

    <Info>
      **Add image here:** Add a screenshot showing edited values and Save changes. Save it as `/images/team-inbox/profile-save-changes.png`.
    </Info>
  </Step>
</Steps>

Admins can manage supported AI-property definitions and dropdown options. See [Use AI Features](/en/team-inbox-hd/ai-features-en).

Free and Starter plans show an upgrade message instead of AI profile intelligence.

## Add a follow-up

The **Follow-up** tab keeps customer-specific notes and optional reminders.

<Steps>
  <Step title="Write the note">
    Enter the follow-up context in **Followup Notes**.

    <Info>
      **Add image here:** Add a screenshot showing the Followup Notes field. Save it as `/images/team-inbox/follow-up-write-note.png`.
    </Info>
  </Step>

  <Step title="Choose whether to be reminded">
    Turn on **Remind me on** and select a date and time if the follow-up needs a reminder.

    <Info>
      **Add image here:** Add a screenshot showing Remind me on and the date-time field. Save it as `/images/team-inbox/follow-up-reminder.png`.
    </Info>
  </Step>

  <Step title="Save">
    Create the follow-up. The list shows saved entries with their author and scheduled date when available.

    <Info>
      **Add image here:** Add a screenshot showing the saved follow-up with author and date. Save it as `/images/team-inbox/follow-up-saved.png`.
    </Info>
  </Step>
</Steps>

Use an existing entry's actions to edit or delete it. During editing, change the note and save it or select **Cancel Edit**. Reminder controls are used when creating a follow-up, not while editing one.

## Create and manage tasks

Use **Task** for work that must be tracked to completion.

### Create a task

<Steps>
  <Step title="Enter the task">
    Type the work to complete in **Add a new task...**.

    <Info>
      **Add image here:** Add a screenshot showing Add a new task.... Save it as `/images/team-inbox/task-enter-title.png`.
    </Info>
  </Step>

  <Step title="Choose the due date, priority, and status">
    Choose a due date, set **Low**, **Medium**, or **High** priority, and select **Not started**, **In progress**, or **Done**.

    <Info>
      **Add image here:** Add a screenshot showing the date, Priority, and Status controls. Save it as `/images/team-inbox/task-set-details.png`.
    </Info>
  </Step>

  <Step title="Assign team members">
    Choose one or more team members. Use **Select all** or **Clear all** when needed.

    <Info>
      **Add image here:** Add a screenshot showing the task-assignee picker and selected members. Save it as `/images/team-inbox/task-assign-members.png`.
    </Info>
  </Step>

  <Step title="Create the task">
    Press **Enter** or click the add button. The task appears in the active list unless its status is **Done**.

    <Info>
      **Add image here:** Add a screenshot showing the add button and the created task. Save it as `/images/team-inbox/task-create.png`.
    </Info>
  </Step>
</Steps>

### Update a task

Change its priority or status directly from the task card. Use the task menu to delete it.

Tasks with **Done** status move into the collapsible **Completed** section, whose heading shows the completed count. Other tasks remain in the active list.

<Info>
  **Add image here:** Add a screenshot showing priority/status menus, the delete action, and Completed section. Save it as `/images/team-inbox/task-update-complete.png`.
</Info>

## Switch to HubSpot

Select the HubSpot icon in the customer-details header. The available state depends on the integration and the current chat:

| State                        | What to do                                                                                       |
| ---------------------------- | ------------------------------------------------------------------------------------------------ |
| **HubSpot is not connected** | Use the connection prompt or ask an admin to connect the integration.                            |
| **No contact is linked**     | Search HubSpot for the correct person, link a result, or create a contact from the current chat. |
| **A contact is linked**      | Work with About, Notes, Tasks, and Calls without leaving Team Inbox.                             |
| **Data failed to load**      | Use the retry action.                                                                            |

## Link an existing HubSpot contact

<Steps>
  <Step title="Search HubSpot">
    Search by the customer's name or email address.

    <Info>
      **Add image here:** Add a screenshot showing the HubSpot search field and results. Save it as `/images/team-inbox/hubspot-search-contact.png`.
    </Info>
  </Step>

  <Step title="Review the result">
    Confirm that the person and contact details match the WhatsApp customer.

    <Info>
      **Add image here:** Add a screenshot showing one contact result and its identifying details. Save it as `/images/team-inbox/hubspot-review-result.png`.
    </Info>
  </Step>

  <Step title="Link the contact">
    Select **Link** on the correct result.

    <Info>
      **Add image here:** Add a screenshot showing Link and the linked contact state. Save it as `/images/team-inbox/hubspot-link-contact.png`.
    </Info>
  </Step>
</Steps>

After linking, the panel shows the contact's synchronization state and a link to open the full record in HubSpot.

## Create a HubSpot contact from the chat

If no result matches, create a contact from the current conversation.

<Steps>
  <Step title="Open the contact form">
    Click **Create new HubSpot contact**. Team Inbox carries the current chat number into the new record.

    <Info>
      **Add image here:** Add a screenshot showing Create new HubSpot contact in the unlinked state. Save it as `/images/team-inbox/hubspot-open-create-contact.png`.
    </Info>
  </Step>

  <Step title="Enter the contact details">
    Complete the supported First name, Last name, Email, Company, and Job title fields.

    <Info>
      **Add image here:** Add a screenshot showing the HubSpot contact form and chat phone number. Save it as `/images/team-inbox/hubspot-enter-contact-details.png`.
    </Info>
  </Step>

  <Step title="Create and link the contact">
    Click **Create contact**. Team Inbox links the new record and opens its HubSpot tools.

    <Info>
      **Add image here:** Add a screenshot showing Create contact and the linked result. Save it as `/images/team-inbox/hubspot-create-contact.png`.
    </Info>
  </Step>
</Steps>

## Correct a wrong HubSpot link

If the linked record belongs to someone else, select **Not Right Contact?** to unlink it, then search for or create the correct contact.

This action requires permission to edit customer/CRM information.

## Use HubSpot About

**About** displays the HubSpot contact properties selected for Team Inbox. Supported editable fields use the correct input type, such as text, number, date, single select, or multi-select.

<Steps>
  <Step title="Open About">
    Click **About** to view the HubSpot properties selected for Team Inbox.

    <Info>
      **Add image here:** Add a screenshot showing the About tab and displayed properties. Save it as `/images/team-inbox/hubspot-open-about.png`.
    </Info>
  </Step>

  <Step title="Edit an allowed value">
    Change a supported property with its displayed text, number, date, single-select, or multi-select control.

    <Info>
      **Add image here:** Add a screenshot showing an editable HubSpot property. Save it as `/images/team-inbox/hubspot-edit-property.png`.
    </Info>
  </Step>

  <Step title="Choose the displayed properties">
    Open the property editor, select the properties to display, and reorder them for Team Inbox.

    <Info>
      **Add image here:** Add a screenshot showing property selection and reordering. Save it as `/images/team-inbox/hubspot-property-editor.png`.
    </Info>
  </Step>

  <Step title="Save the changes">
    Save the edited property values or display configuration before leaving the contact.

    <Info>
      **Add image here:** Add a screenshot showing the relevant Save control. Save it as `/images/team-inbox/hubspot-save-properties.png`.
    </Info>
  </Step>
</Steps>

Without **User Properties** permission, the values remain visible but the editor is locked.

## Use HubSpot Notes

**Notes** lets permitted users maintain rich-text notes connected to the HubSpot contact.

<Steps>
  <Step title="Open Notes">
    Click **Notes** to view existing HubSpot notes for the linked contact.

    <Info>
      **Add image here:** Add a screenshot showing existing notes and their actions. Save it as `/images/team-inbox/hubspot-open-notes.png`.
    </Info>
  </Step>

  <Step title="Create or edit a note">
    Click the create action for a new note, or use an existing note's edit action. Enter the note in the rich-text editor.

    <Info>
      **Add image here:** Add a screenshot showing the HubSpot note editor. Save it as `/images/team-inbox/hubspot-edit-note.png`.
    </Info>
  </Step>

  <Step title="Save the note">
    Save the note to the linked HubSpot contact. Use a note's delete action when the record is no longer needed.

    <Info>
      **Add image here:** Add a screenshot showing the saved note and edit/delete actions. Save it as `/images/team-inbox/hubspot-save-note.png`.
    </Info>
  </Step>
</Steps>

## Use HubSpot Tasks

Create or edit a HubSpot task with:

* Title and description
* Due date and time
* Low, Medium, or High priority
* Not started, In progress, or Completed status
* An optional HubSpot owner

<Steps>
  <Step title="Open Tasks">
    Click **Tasks** to view the linked contact's existing HubSpot tasks.

    <Info>
      **Add image here:** Add a screenshot showing existing HubSpot tasks. Save it as `/images/team-inbox/hubspot-open-tasks.png`.
    </Info>
  </Step>

  <Step title="Open the task form">
    Click the create action for a new task, or use an existing task's edit action.

    <Info>
      **Add image here:** Add a screenshot showing Create task and an existing task's edit action. Save it as `/images/team-inbox/hubspot-open-task-form.png`.
    </Info>
  </Step>

  <Step title="Enter the task details">
    Enter the title and description, choose the due date and time, priority, status, and optional **HubSpot owner**.

    <Info>
      **Add image here:** Add a screenshot showing the complete HubSpot task form. Save it as `/images/team-inbox/hubspot-enter-task-details.png`.
    </Info>
  </Step>

  <Step title="Save the task">
    Click **Create task** or **Update task**. Use the delete action on an existing task when needed.

    <Info>
      **Add image here:** Add a screenshot showing the saved task and its available actions. Save it as `/images/team-inbox/hubspot-save-task.png`.
    </Info>
  </Step>
</Steps>

## Use HubSpot Calls

Create a HubSpot call record with:

* **Inbound** or **Outbound** direction
* Date and time
* Call notes
* An optional HubSpot owner

<Steps>
  <Step title="Open Calls">
    Click **Calls** to view existing call records for the linked contact.

    <Info>
      **Add image here:** Add a screenshot showing the Calls tab and existing call records. Save it as `/images/team-inbox/hubspot-open-calls.png`.
    </Info>
  </Step>

  <Step title="Enter the call details">
    In **Create call**, choose **Inbound** or **Outbound**, select the date and time, enter call notes, and optionally choose a **HubSpot owner**.

    <Info>
      **Add image here:** Add a screenshot showing the complete Create call form. Save it as `/images/team-inbox/hubspot-enter-call-details.png`.
    </Info>
  </Step>

  <Step title="Create the call record">
    Click **Create call**. The new record appears with the other calls for the contact.

    <Info>
      **Add image here:** Add a screenshot showing the Create call control and saved record. Save it as `/images/team-inbox/hubspot-create-call.png`.
    </Info>
  </Step>
</Steps>

## Understand edit permissions

The **User Properties** permission controls editing of supported Eazybe customer data and HubSpot mini-CRM data. A user without permission can still view supported CRM properties but sees a message explaining that editing is restricted by **Members & Access**.

<Tip>
  Use Follow-up for a customer note with an optional reminder, Team Inbox Task for internal tracked work, and HubSpot Notes/Tasks/Calls when that information must live on the connected CRM record.
</Tip>