This guide explains how to create a new lead in Salesforce directly from a WhatsApp conversation when the contact doesn’t already exist in your CRM.
Creating a New Lead
Open the WhatsApp Chat
Access the conversation with the contact you want to add as a lead in Salesforce.
Access the Salesforce Integration
Tap the Salesforce icon in the EazyBe extension’s right sidebar to open the Mini-CRM panel.
Check for Existing Lead
Search for the contact in Salesforce. If found, you can link to the existing record instead of creating a duplicate.
Create a New Lead
If the contact isn’t in Salesforce, select Create Lead to add them as a new lead.
Enter Lead Information
Complete the required fields for the new lead. You can customize the form by clicking the Edit button to add additional properties.
View Lead on Salesforce
After creation, click View Lead on Salesforce to open the record directly in your Salesforce account.
The lead will automatically be linked to this WhatsApp conversation, and future chats will sync to Salesforce every 3 minutes.
Need Help?
If you have any questions or need assistance, contact our support team at [email protected]. 
