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Prerequisites to Connect Zoho with WhatsApp

Before connecting your Zoho CRM with WhatsApp, ensure you meet the following requirements.

Video Tutorial


Requirements Checklist

1

Active Zoho Account

Ensure you have an active Zoho account that is set up and functioning properly. Your Zoho CRM should be accessible and ready for integration.
2

Install Eazybe WhatsApp Extension

Ensure that your Eazybe WhatsApp extension is properly installed and connected to WhatsApp Web. The extension must be active for the integration to work.
3

Grant Necessary Permissions

Ensure you grant the necessary permissions to connect Zoho with WhatsApp. This allows Eazybe to sync your conversations and contacts between both platforms.

Quick Overview

Zoho Account

Active and functioning Zoho CRM account.

Eazybe Extension

Installed and connected to WhatsApp Web.

Permissions

Required permissions granted for integration.

Next Steps

Connect Zoho with Eazybe

Once you’ve met all prerequisites, follow our step-by-step guide to connect your Zoho account with the Eazybe WhatsApp extension.

Need Help?

Contact Support

If you have any questions or need assistance with the prerequisites, reach out to our support team at [email protected]. We’re happy to help!