Skip to main content
Backup in Zoho component
Karan avatar
Written by Karan
Updated this week


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.


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.

5. After installation, Add the email ID

6. Enter the OTP to verify the email

7. Click on Show QR to generate code.

8. Scan QR with WhatsApp to start session

9. Connect ZOHO CRM with Eazybe


Step 2: Backup WhatsApp chats in Zoho CRM with Eazybe

  1. After installation, you can just navigate to the LeadsContacts module.

  2. Click on WhatsApp Eazybe.

  3. All your chats will be backed up in Zoho CRM


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!

Did this answer your question?