Skip to content

How to Use the HARi Chrome Extension

How to Use the HARi Chrome Extension

Section titled “How to Use the HARi Chrome Extension”

The HARi Chrome extension lets you interact with your CRM without leaving your current browser tab. Capture leads from LinkedIn, look up contacts, and log activities — all from a convenient side panel.

Installing the Extension

Section titled “Installing the Extension”
  1. Open the Chrome Web Store
  2. Search for HARi CRM
  3. Click Add to Chrome
  4. Click Add Extension in the confirmation dialog
  5. The HARi icon appears in your Chrome toolbar

Logging In

Section titled “Logging In”
  1. Click the HARi icon in the Chrome toolbar
  2. Enter your HARi CRM workspace URL (e.g., your-company.haricrm.com)
  3. Log in with your email and password
  4. You stay logged in until you sign out

Using the Side Panel

Section titled “Using the Side Panel”

The extension opens as a side panel alongside your current page. This means it does not inject anything into the pages you visit — it stays separate and secure.

Viewing contact details

Section titled “Viewing contact details”
  1. While browsing, click the HARi icon to open the side panel
  2. The extension shows relevant CRM data if it recognizes the person or company you are viewing
  3. See the contact’s full record: name, company, deal stage, recent activities

Capturing a new lead

Section titled “Capturing a new lead”
  1. Open the side panel while viewing a profile or company page
  2. Click Create Lead or Create Contact
  3. The extension intelligently fills in available details
  4. Review and edit the information
  5. Click Save — the record is created in your CRM instantly

Logging an activity

Section titled “Logging an activity”
  1. Open the side panel on any page
  2. Click Log Activity
  3. Select the type (call, meeting, note)
  4. Link it to an existing contact or deal
  5. Add your notes and click Save

LinkedIn Integration

Section titled “LinkedIn Integration”

When browsing LinkedIn profiles, the extension can:

  • Check if the person exists in your CRM
  • Show existing data if they are already a contact
  • Capture profile information to create a new contact or lead

The extension reads page content through Chrome’s native side panel — it never injects elements into LinkedIn or modifies the page in any way.

Tips

Section titled “Tips”
  • Keep the side panel open while prospecting to quickly check and create records
  • Use keyboard shortcuts to open the side panel faster
  • Data stays in your CRM — the extension communicates only with your HARi workspace, never with third parties

Next Steps

Section titled “Next Steps”