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Your admin will send you an invitation and share your main organization’s code. Complete the setup below on the computer where you use WhatsApp Web.
1

Install the Eazybe extension first

You can install the Eazybe extension from either place:
  • From Eazybe: On the onboarding screen at app.eazybe.com, click Install Extension, as shown below. This opens the Chrome Web Store listing.
  • From the Chrome Web Store: Open the Eazybe extension listing directly.
With either option, click Add to Chrome, then confirm Add extension. Both options install the same extension—you only need to install it once.Eazybe onboarding screen with Install Extension
Although the general onboarding screen offers Skip for now, install the extension for this WhatsApp Web setup before continuing.
2

Sign in with the email your admin invited

Open WhatsApp Web and link your WhatsApp account if prompted. Sign in to the Eazybe extension with the same work email your admin used for the invitation.You can open the invitation email link or go directly to app.eazybe.com and sign in with that same email. The app sign-in screen is shown below; complete email verification if prompted.Eazybe app sign-in screen with work email and Google sign-in
Signing in to WhatsApp and signing in to Eazybe are separate steps. Make sure Eazybe is signed in with your invited email address.
3

Open Join Organisation in the extension

Inside WhatsApp Web, click the Eazybe icon at the top of the right-hand toolbar to open My Account. In the Set Up your Team section, select Join Organisation.Extension My Account menu showing Join Organisation below Add Employees
4

Paste your main organization's code

Ask your admin for the main organization’s code. Paste it into Organization Code, then select Join Organization.Organization dialog showing the code field and Join Organization buttonAfter joining, open My Account again and check Organization Name. It should match your main organization. Ask your admin to confirm your membership in Staff if you are unsure.

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Connect your CRM

For HubSpot, Salesforce, or Zoho, if your admin has already connected the CRM, you should be mapped automatically. If you are not mapped, ask your admin to map your Eazybe account to the correct CRM user in the integration’s Settings → User Mapping. For other CRMs, you need to integrate your own CRM account even if your admin has connected theirs. Continue to CRM setup →

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Frequently asked questions

Yes. Install the extension, sign in with the invited email address, and use the organization code your admin shares. You can also sign in directly at app.eazybe.com.
Copy the code again without extra spaces. Ask your admin to confirm that it belongs to the main organization and that you are using the invited email address.
If you are joining an existing team, use your admin’s organization code. Creating a separate organization will not place you in your team’s main organization.
For HubSpot, Salesforce, or Zoho, ask your admin to check the CRM connection and your user mapping. For other CRMs, complete the integration using your own account.