> ## 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.

# Message Sync

> Learn how WhatsApp messages are automatically synced and backed up to Zoho CRM contacts and leads

## Overview

Eazybe automatically syncs your WhatsApp conversations with Zoho CRM, ensuring all your customer communications are backed up and accessible within your CRM records.

## Automatic Sync Process

<Info>
  WhatsApp conversations with Zoho contacts or leads synchronize automatically **every 3 minutes**.
</Info>

The last synced date and time are displayed in the Eazybe extension. You can verify sync completion by clicking the icon to access the contact's Zoho page.

<img src="https://mintcdn.com/eazybe/Od3wr89Y1aCx42sp/images/1223655076.png?fit=max&auto=format&n=Od3wr89Y1aCx42sp&q=85&s=34f88a4434bc9f2ba1c64c3ddc25eb48" alt="Sync Status Display" width="1227" height="900" data-path="images/1223655076.png" />

## Initial Integration Backup

<Note>
  Upon first Zoho integration, the system automatically provides chat backup for the **previous 3 days** of conversations.
</Note>

This ensures you don't lose any recent conversation history when setting up the integration.

## Where Messages Are Logged

### Notes Section

WhatsApp chats are backed up in the **Notes Section** of Contacts and Leads pages in Zoho CRM.

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1192590765.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=b6a88b593a3870edd628d9b78de0e6a5" alt="Notes Section Backup" width="1732" height="739" data-path="images/1192590765.png" />

### Deal Pages

Backup also appears across the **5 latest deals** associated with a contact on the Deal's page.

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1192593143.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=75530b16e8713466601d314e8b8394bf" alt="Deal Page Backup" width="1507" height="767" data-path="images/1192593143.png" />

## Attachments Backup

Attachments from WhatsApp are stored in both the **Notes** and **Attachments** sections of Zoho Leads and Contacts pages.

### In Notes Section

Links provide easy file access within the conversation context.

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1192596920.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=49f2e1ffe82f74cb4232b037ef059351" alt="Attachments in Notes" width="1310" height="561" data-path="images/1192596920.png" />

### In Attachments Section

Files display in a tabular format with the following details:

| Column          | Description                    |
| --------------- | ------------------------------ |
| **File Name**   | Name of the attached file      |
| **Attached By** | User who sent the attachment   |
| **Date Added**  | When the attachment was synced |
| **Size**        | File size                      |

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1192693196.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=14ab1e36608061162cb519deb8351a96" alt="Attachments Tab View" width="1507" height="767" data-path="images/1192693196.png" />

<img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1192693197.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=7c9c1c9d1cfaf664e58c450e34156154" alt="Attachments Table Details" width="1689" height="513" data-path="images/1192693197.png" />

## Sync Frequency Summary

<CardGroup cols={2}>
  <Card title="Automatic Sync" icon="clock">
    Every 3 minutes for active conversations
  </Card>

  <Card title="Initial Backup" icon="history">
    Previous 3 days on first integration
  </Card>
</CardGroup>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How often does syncing occur?">
    WhatsApp messages sync automatically every 3 minutes to your Zoho CRM.
  </Accordion>

  <Accordion title="Where can I see the last sync time?">
    The last synced date and time are displayed in the Eazybe extension panel.
  </Accordion>

  <Accordion title="Are attachments also backed up?">
    Yes, all attachments from WhatsApp conversations are backed up to both the Notes and Attachments sections in Zoho CRM.
  </Accordion>

  <Accordion title="How many deals show the chat backup?">
    Chat backups appear on the 5 most recent deals associated with a contact.
  </Accordion>
</AccordionGroup>
