Skip to main content
All CollectionsSalesforce IntegrationSetting Up
How to Install and Connect EazyBe with Salesforce account?
How to Install and Connect EazyBe with Salesforce account?
Karan avatar
Written by Karan
Updated over a week ago

This guide will walk you through the required steps to connect the EazyBe WhatsApp Extension with Salesforce and granting the necessary permissions for integration.

  1. Open the EazyBe WhatsApp Extension

    As a first step, click on the Integrations button on your EazyBe WhatsApp web extension.

  2. Connect to Salesforce

    Click on the Connect button below Salesforce integration. This button will redirect you to your Salesforce account.

  3. Select your Salesforce Account

    Choose the account that you wish to connect with the EazyBe extension.

  4. Grant Necessary Permissions

    When prompted, click on the Accept button to grant the necessary permissions required by EazyBe for a seamless integration of your Salesforce account with WhatsApp. These permissions will allow you to view and sync your WhatsApp chats with Salesforce.

  5. Successful Integration

    Congratulations! You have successfully connected your EazyBe WhatsApp Extension with Salesforce.


We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!


Did this answer your question?