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This guide explains how to create Events for Salesforce Leads using the EazyBe WhatsApp Extension.

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Creating a Lead Event

1

Open the WhatsApp Chat

Navigate to the WhatsApp conversation thread containing your Salesforce Lead.
2

Open Salesforce Integration

Click the Salesforce icon in the EazyBe extension’s right sidebar to open the integration panel.Salesforce Integration Panel
3

Access Events Section

Select the Events header, which is the second header under the Lead section.
4

Create New Event

Click the New Event button to open the event creation form.New Event Button
5

Enter Event Details

Complete the required fields for your event and click Save Event to create it.Event Details Form

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Managing Events

Once an event is created, you can:
  • View Event on Salesforce - Click the “View Event on Salesforce” button to see the event in your Salesforce account
  • Edit or Delete Event - Use the three-dot menu to edit or delete existing events
Events are synced directly to Salesforce when you save. The event information will be reflected in your Salesforce Lead record.

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Need Help?

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