Eazybe enhances your Zoho CRM by enabling two powerful features:
Chat Backup: Automatically back up your WhatsApp chats to Zoho CRM to keep your customer data safe and organized.
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
Log in to your Zoho CRM account.
Navigate to the Marketplace option in the top-right menu.
Search for Eazybe using the search bar.
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
After installation, you can just navigate to the Leads, Contacts module.
Click on WhatsApp Eazybe.
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!