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Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

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Understanding the permissions required for the LeadSquared integration ensures a smooth setup and proper functionality of the EazyBe WhatsApp Chrome Extension.

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Activity Creation Permissions

Only Admin and Marketing users can create activities by default in LeadSquared.
If other users need the ability to create activities, they must be granted Custom Activity permissions within LeadSquared to perform this action.

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Integration Permissions

The necessary permissions will be prompted during the integration process. Be sure to grant these permissions as they are essential for:
  • Smooth syncing of your WhatsApp conversations
  • Backup of your WhatsApp chats
  • Proper functionality of the EazyBe WhatsApp Chrome Extension

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Required Permission Types

When setting up the integration, ensure the following permissions are granted:
  • Read access to lead and contact data
  • Write access for creating activities and notes
  • Custom Activity permissions (if applicable to your user role)
If you’re not an Admin or Marketing user, contact your LeadSquared administrator to grant the necessary Custom Activity permissions before starting the integration.

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Need Help?

If you have questions or need assistance, contact support at hey@eazybe.com.