> ## 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.

# Create Contact

> How to create a new Salesforce contact from WhatsApp using EazyBe

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

## Creating a New Contact

<Steps>
  <Step title="Open the WhatsApp Chat">
    Launch the WhatsApp conversation with the contact you wish to add to Salesforce.
  </Step>

  <Step title="Access Salesforce Mini-CRM">
    Select the Salesforce icon located in the extension's right sidebar.

    <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116545133.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=4a3c7df35070b219353c9142453a5b15" alt="Salesforce Mini-CRM Panel" width="1227" height="900" data-path="images/1116545133.png" />
  </Step>

  <Step title="Navigate to Contacts Section">
    Click the **Contact** header at the top of the Salesforce Mini-CRM View.
  </Step>

  <Step title="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

          <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116545783.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=8b0c83f4067ce500deba6a26443c4b8c" alt="Create Contact Button" width="1227" height="900" data-path="images/1116545783.png" />
  </Step>

  <Step title="Input Contact Information">
    Complete all required fields for the new contact. You can customize which fields appear using the **Edit** button.

    <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116546388.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=96e4306ffe6bcf42993053390d88e636" alt="Contact Information Form" width="1227" height="900" data-path="images/1116546388.png" />
  </Step>

  <Step title="Finalize Creation">
    Click **Create Contact** to save the new record to Salesforce.
  </Step>
</Steps>

## Viewing the Contact

Once created, you can access the contact directly in Salesforce by clicking the **View Contact on Salesforce** button.

<img src="https://mintcdn.com/eazybe/Od3wr89Y1aCx42sp/images/1223676028.png?fit=max&auto=format&n=Od3wr89Y1aCx42sp&q=85&s=67d3efc10c178e725f7e0726f78eb39d" alt="View Contact on Salesforce" width="1227" height="900" data-path="images/1223676028.png" />

<Info>
  The new contact is synced directly to Salesforce when you create it. All contact information will be reflected in your Salesforce records.
</Info>

## Need Help?

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