> ## 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 Lead

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

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

<Steps>
  <Step title="Open the WhatsApp Chat">
    Access the conversation with the contact you want to add as a lead in Salesforce.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1116534683.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=0bb81d339af2374ce2c440c879fd2797" alt="Open WhatsApp Chat" width="1227" height="900" data-path="images/1116534683.png" />
  </Step>

  <Step title="Access the Salesforce Integration">
    Tap the **Salesforce** icon in the EazyBe extension's right sidebar to open the Mini-CRM panel.

    <img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1196665966.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=16a60d17c74185eeebd0fa7f1a0e3095" alt="Salesforce Integration" width="1227" height="900" data-path="images/1196665966.png" />
  </Step>

  <Step title="Check for Existing Lead">
    Search for the contact in Salesforce. If found, you can link to the existing record instead of creating a duplicate.
  </Step>

  <Step title="Create a New Lead">
    If the contact isn't in Salesforce, select **Create Lead** to add them as a new lead.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1116535196.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=998b8c127e1b6dc326d314dfa70436d8" alt="Create Lead Button" width="1227" height="900" data-path="images/1116535196.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/eazybe/Od3wr89Y1aCx42sp/images/1223671551.png?fit=max&auto=format&n=Od3wr89Y1aCx42sp&q=85&s=6dd9d6eb478eba19a7af912286874067" alt="Lead Information Form" width="1227" height="900" data-path="images/1223671551.png" />
  </Step>

  <Step title="View Lead on Salesforce">
    After creation, click **View Lead on Salesforce** to open the record directly in your Salesforce account.
  </Step>
</Steps>

<Tip>
  The lead will automatically be linked to this WhatsApp conversation, and future chats will sync to Salesforce every 3 minutes.
</Tip>

## Need Help?

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