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.

​
Overview

Eazybe provides two primary features for Zoho CRM integration:

Automatic Chat Backup

Automatically save your WhatsApp conversations within Zoho CRM

Direct Messaging

Send and receive WhatsApp messages directly from your CRM without switching platforms

​
Prerequisites

Administrator Action Required: Before proceeding, administrators must install the custom object using the link below.
Install the Eazybe custom object: Install Private Plugin

​
Step 1: Install from Zoho Marketplace

1

Log into Zoho CRM

Sign in to your Zoho CRM account with administrator credentials.Zoho CRM Login
2

Navigate to Marketplace

Go to the Marketplace in the top-right menu of your Zoho CRM dashboard.Marketplace Navigation
3

Search for Eazybe

Search for “Eazybe” in the marketplace search bar and select the app from the results.Search Eazybe
4

Install the App

Click Install to begin the installation process.Install App
5

Verify Your Email

Add your email ID and enter the OTP verification code sent to your email.Email Verification
6

Generate QR Code

Click Show QR to generate a QR code for WhatsApp authentication.QR Code Generation
7

Connect WhatsApp

Scan the QR code with your WhatsApp mobile app to initiate the session and connect Zoho CRM with Eazybe.Connect WhatsApp

​
Step 2: Backup WhatsApp Chats

Once installation is complete, you can start backing up your WhatsApp conversations:
1

Navigate to Leads or Contacts

Go to the Leads or Contacts module in your Zoho CRM.
2

Open WhatsApp Eazybe

Click on WhatsApp Eazybe to access the backup interface.
3

Automatic Backup

All your WhatsApp chats will automatically back up in Zoho CRM.
Chat backups occur automatically every 3 minutes, ensuring your conversations are always up to date in Zoho CRM.

​
Key Features

FeatureDescription
Chat BackupAutomatically save WhatsApp conversations within Zoho CRM
Direct MessagingSend and receive WhatsApp messages directly from CRM
Two-Way Data SyncKeep customer data synchronized between platforms

​
Need Help?

For support, contact us at support@eazybe.com