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This guide provides step-by-step instructions for connecting the EazyBe WhatsApp Extension with your Salesforce account and granting the necessary permissions.

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Installation Steps

1

Open the EazyBe WhatsApp Extension

Click the Integrations button on your EazyBe WhatsApp web extension.EazyBe Integrations Button
2

Connect to Salesforce

Select the Connect button below the Salesforce integration. This will redirect you to your Salesforce account.Connect to Salesforce
3

Select Your Salesforce Account

Choose the Salesforce account you wish to connect with the EazyBe extension.Select Salesforce Account
4

Grant Necessary Permissions

Click Accept to grant permissions allowing EazyBe to view and sync your WhatsApp chats with Salesforce.Grant Permissions
You have successfully connected your EazyBe WhatsApp Extension with Salesforce. Your WhatsApp conversations can now be synced with your Salesforce CRM.

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Need Help?

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