Skip to main content

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.

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

1

Open the WhatsApp Chat

Access the conversation with the contact you want to add as a lead in Salesforce.Open WhatsApp Chat
2

Access the Salesforce Integration

Tap the Salesforce icon in the EazyBe extension’s right sidebar to open the Mini-CRM panel.Salesforce Integration
3

Check for Existing Lead

Search for the contact in Salesforce. If found, you can link to the existing record instead of creating a duplicate.
4

Create a New Lead

If the contact isn’t in Salesforce, select Create Lead to add them as a new lead.Create Lead Button
5

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.Lead Information Form
6

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 hey@eazybe.com.