> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Linking Contacts

> How to link WhatsApp and Salesforce contacts for seamless chat backup

This guide explains how WhatsApp and Salesforce contacts are linked, enabling automatic chat backup and synchronization.

## How Contact Linking Works

WhatsApp and Salesforce contacts link automatically through phone numbers stored in Salesforce's **Phone Number** or **Mobile** fields. You can also:

* Create contacts directly from WhatsApp using EazyBe
* Link existing Salesforce contacts to WhatsApp phone numbers

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1195600985.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=829ea24e1e0293cce5417aada0e17a8f" alt="Contact Linking Overview" width="1268" height="865" data-path="images/1195600985.png" />

## What Happens After Linking

<Info>
  Once linked, the contact card appears in EazyBe's Mini-CRM view, giving you instant access to contact details while chatting.
</Info>

Both 1:1 chats and group chats associated with the contact will be backed up to Salesforce:

* **For Contacts**: Chat content and attachments display in the Notes and Attachments Section and WhatsApp Chats by EazyBe Activity object
* **For Leads**: Chats appear in the WhatsApp Chats by Activity Objects

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1195607130.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=c3ef2553be8899446b991b56c280767b" alt="Contact Card in Mini-CRM" width="630" height="870" data-path="images/1195607130.png" />

## Automatic Synchronization

<Steps>
  <Step title="Contact Creation">
    When creating new Salesforce contacts via the EazyBe WhatsApp extension, contacts are automatically linked to Salesforce.
  </Step>

  <Step title="Chat Backup">
    WhatsApp chats are backed up every 3 minutes automatically.
  </Step>

  <Step title="Sync Status">
    The last sync time updates in the EazyBe workspace so you can verify synchronization.
  </Step>
</Steps>

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1196588812.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=c57b8080eeefa32dcd5c4816d03b55d6" alt="Sync Status" width="1266" height="863" data-path="images/1196588812.png" />

<Tip>
  Ensure your Salesforce contacts have accurate phone numbers in the Phone Number or Mobile fields for automatic linking to work correctly.
</Tip>

## Need Help?

If you have any questions or need assistance, contact our support team at **[hey@eazybe.com](mailto:hey@eazybe.com)**.