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This guide explains how to create a new Salesforce Contact for individuals not yet present in your system using the EazyBe WhatsApp Extension.

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Creating a New Contact

1

Open the WhatsApp Chat

Launch the WhatsApp conversation with the contact you wish to add to Salesforce.
2

Access Salesforce Mini-CRM

Select the Salesforce icon located in the extension’s right sidebar.Salesforce Mini-CRM Panel
3

Navigate to Contacts Section

Click the Contact header at the top of the Salesforce Mini-CRM View.
4

Link or Create Contact

You have two options:
  • Link to existing contact - If the contact already exists in Salesforce, choose “Link to existing Salesforce contact” and select from the dropdown
  • Create new contact - For new contacts, click the Create Contact button Create Contact Button
5

Input Contact Information

Complete all required fields for the new contact. You can customize which fields appear using the Edit button.Contact Information Form
6

Finalize Creation

Click Create Contact to save the new record to Salesforce.

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Viewing the Contact

Once created, you can access the contact directly in Salesforce by clicking the View Contact on Salesforce button. View Contact on Salesforce
The new contact is synced directly to Salesforce when you create it. All contact information will be reflected in your Salesforce records.

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Need Help?

If you have any questions or need assistance, contact our support team at [email protected].