LookUp for HubSpot

Installation Process

• Visit the extension Ulgebra Lookup Apps for CRM/Desk available on the Chrome Web Store.

• Click on 'Add to Chrome'.

• Click on 'Add Extension' on the pop-up that appears.

• Open WhatsApp Web and scan the QR code to login to the required WhatsApp Account.

• You can now view the panel LookUp HubSpot CRM .

• Select Extensions from the top right corner of your browser.

• Select 'Ulgebra Lookup Apps for CRM/Desk'.

• Enable HubSpot CRM from the list of platforms.

• Sign in to Ulgebra using your HubSpot email id.

• Click on 'Authorize Now' to proceed with the authorization of the HubSpot account.

• Select the HubSpot account and click on 'Choose Account'.

• Click on 'Connect app' to complete installation.

The setup of the extension is complete. Go ahead and explore the features available!

Applications

Create Contacts

• Select any contact on WhatsApp Web.

• From the dropdown on top select Contacts or Companies to choose the HubSpot module to which the contact is to be created.

• Enter the required details of the contact to be created.

• Click on Create New Contact/Company in HubSpot CRM.

• The contact has been added to your HubSpot CRM.

Contact inside HubSpot CRM

• Select any WhatsApp contact that has been added into HubSpot.

• Click on the HubSpot CRM button to view the contact inside your CRM.

• You would now be redirected to the respective contact inside HubSpot.

Edit HubSpot Fields

• Within any WhatsApp contact, edit the required field.

• Click on the tick icon adjacent to the edited field to implement the changes inside the HubSpot contact.

Contact Search

• Enter the contact number within the search option at the top of the panel to view the HubSpot contacts associated with the particular number.

Field Search

• Within any contacts, enter the name of the HubSpot field at 'Search fields..'

• You can view the required field and also update it if necessary.

Hidden Fields

• Click on Show hidden fields to view all the Contact/Company fields available inside HubSpot.

• You can edit the values of any of these fields.

Configure visible fields

• Click on 'Configure display fields'.

• Using the option you can determine the fields of the contact that are to be displayed upon selection of the contact on WhatsApp Web.

• You can view the list of 'Show Fields' which are the displayed fields and 'Hidden Fields'.

• Drag and drop any of the Hidden Fields into the Show Field list to make the field visible.

• Drag and drop any of the Show Field into Hidden Field to hide the particular field.

Template Messages

Access Templates

• Click on 'Template Messages'.

• You can now view the list of message templates available.

Create Templates

• Click on '+Add New Template'.

• Enter the name of the template.

• Enter the message within the template.

• You can also include contact fields and emojis if required.

• Click on 'Save Template'.

Send Pre-defined Messages

• Select any template from the dropdown.

• Copy the message.

• Paste the message to be sent through WhatsApp.

Edit Templates

• Click on the edit icon adjacent to the name of the template.

• Make the required changes.

• Click on 'Save Template'.

Delete Template

• Click on the delete icon adjacent to the name of the template.

• The required template has now been deleted.

Export Chat

• Click on 'Export Chat' in order to export and add WhatsApp chats as notes in HubSpot CRM.

• You can now view the list of messages within the conversation.

• Select the messages you wish to export.

• Click on 'Add Note'.

Notes

• Click on 'Notes' to view the list of HubSpot notes associated with the contact.

• Click on 'Add Note' to add a new note for the contact inside HubSpot.

• Enter the content of the note and click on 'Save Note'.

Enhance your HubSpot management using the various features.

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