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This guide explains how WhatsApp conversations are automatically synchronized with your Salesforce contacts and leads.

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Automatic Synchronization

WhatsApp conversations with your Salesforce contacts or leads are automatically synced every 3 minutes.
The last synced date and time displays in the EazyBe extension. You can verify the sync completion by clicking the icon to access the contact’s Salesforce page. Sync Status in Extension

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Initial Integration

When you first integrate Salesforce with EazyBe, the system automatically provides backup data spanning the past 3 days. This ensures you have recent conversation history available immediately. Initial Backup

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Activity Logging

WhatsApp chats are stored in two locations within Salesforce:
1

Notes & Attachments Section

For Contacts, chats appear in the Notes & Attachments section of the contact record.Notes & Attachments
2

Custom Activity Object

A custom activity object called WhatsApp Chats by EazyBe stores all conversation data for both Contacts and Leads.WhatsApp Chats Activity Object

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Attachments Backup

Attachments from WhatsApp conversations are stored in the WhatsApp Chats by EazyBe custom activity object for both Leads and Contacts pages.
Attachments Storage

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Need Help?

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