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Mini-CRM View
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HubSpot
Prerequisites
Account Connection
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Invite Team
Link WhatsApp Contacts
Chat Backup
Mini-CRM View
What is Mini-CRM View
Create and Customize Contacts
Create Tasks and Notes
Create and Customize Deals
Create Call Logs
Create Tickets
Overview
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Create Workflow
One-Click Switch Between HubSpot & WhatsApp
Edit Properties
Dynamic WhatsApp Labels
Workflow Troubleshoot
FAQ
Compliance and Privacy
Zoho CRM
Prerequisites
Inviting Team
Link WhatsApp Contacts
Custom Object Permissions
Enable Zoho CRM API Access
Message Sync
Component Backup
Mini-CRM View
Admin Workspace Access
User Access
Workflow
One Click Switch
Dynamic WhatsApp Labels
Troubleshoot Workflow
Admin management
Troubleshooting
FAQ
Playbooks
Compliance and Privacy
Salesforce
Prerequisites
Setup
Disconnect
Invite Your Team
Linking Contacts
Message Sync
Mini-CRM View
Admin Workspace Access
One-Click Switch
Playbooks
FAQ
Pipedrive
Playbooks
LeadSquared
Prerequisites
Integration
Disconnect
Invite Team
Help Desk
Link Contact
Message Sync
Analytics
Administrator Dashboard
Admin Access
One Click Switch
Mini-CRM
FAQ
Compliance and Privacy
Bitrix24
Prerequisites
Install and Connect
Disconnect
Link Contacts
Message Sync
One Click Switch
Mini CRM
FAQ
Compliance and Privacy
Google Sheets
Integration
Create Contact
User Profile
Notes
Freshdesk
Integration
Create Contact
Create Tickets
Resolved Tickets
WhatsApp as CRM
AI Suggestions
User Profile
Calendar
Backup and Sync
Labels and Funnels
Workspace
Webhooks & Custom
Scheduler API
Add Chat ID
Webhooks
Create Group and Add Chat ID
Active User API
Compliance and Privacy
FAQ
On this page
Mini-CRM View
Features
Mini-CRM View
Overview
Mini-CRM view for HubSpot
Mini-CRM View
Access HubSpot data directly from WhatsApp sidebar.
Features
View contact details
Create and edit records
Add notes and tasks
Track deals
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HubSpot Playbooks
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