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How to Install and Use Eazybe on Zoho CRM
How to Install and Use Eazybe on Zoho CRM
Karan avatar
Written by Karan
Updated yesterday

Eazybe enhances your Zoho CRM by enabling two powerful features:

  1. Chat Backup: Automatically back up your WhatsApp chats to Zoho CRM to keep your customer data safe and organized.

  2. Direct Messaging: Send WhatsApp messages directly from your Zoho CRM without switching platforms.

Follow these steps to integrate Eazybe with Zoho CRM and unlock these features.
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Step 1: Accessing the Zoho Marketplace

  1. Log in to your Zoho CRM account.

  2. Navigate to the Marketplace option in the top-right menu.

  3. Search for Eazybe using the search bar.

  4. Select the app and click Install.


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Step 2: Authorizing Zoho CRM with Eazybe

  1. After installation, navigate to the Leads, Contacts, or Deals module.

  2. Locate the Eazybe option in the module toolbar.

  3. Click Authorize Now to connect your Zoho CRM account with Eazybe.

  4. Click on WhatsApp Eazybe.

Step 3: Setting Up Chat Backup

  1. Open the Eazybe Settings page within Zoho CRM.

  2. Enable the Chat Backup option to ensure all WhatsApp conversations are automatically synced to Zoho CRM.

  3. Select the desired modules (Leads, Contacts, or Deals) to link chats with specific records.

  4. Save your settings to start backing up your chats instantly.

Step 4: Sending WhatsApp Messages Directly from Zoho CRM

  1. Open a record in the Leads, Contacts, or Deals module.

  2. Click on the Send WhatsApp Message option.

  3. Type your message or select a pre-configured template from Zoho CRM.

  4. Click Send to deliver the message directly via WhatsApp.

Key Features of Eazybe on Zoho CRM

  • Chat Backup: Automatically save your WhatsApp conversations within Zoho CRM, ensuring you never lose important customer interactions.

  • Direct Messaging: Seamlessly send and receive WhatsApp messages directly from your CRM.

  • Two-Way Data Sync: Keep all customer data updated between WhatsApp and Zoho CRM.

Conclusion

Eazybe transforms your Zoho CRM into a more powerful communication tool. With chat backups and direct WhatsApp messaging, your customer data remains secure, and your workflow stays seamless.

For further assistance, contact us at [email protected].

Happy CRM Management!

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