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Eazybe Team Inbox brings your WhatsApp conversations into Zoho CRM. Open a Contact or Lead’s conversation from their record, or use the overall Team Inbox to manage the conversations available to you in one place.
The same Zoho trigger package includes both the WhatsApp workflow action and Team Inbox. After installation, it adds the Eazybe Team Inbox related list to Contact and Lead records and an Eazybe Team Inbox entry in Zoho’s module navigation. You do not need separate packages for these features.

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Install the Package

Use a Zoho CRM account with permission to install extensions. If this package is already installed, confirm that Zoho trigger is Active under Setup → Marketplace → All → Installed, then open an inbox below.
1

Open the package and review access

Open Install Zoho trigger and Team Inbox in your Zoho CRM account.The installation page shows Zoho trigger as the extension name. Review the Terms of Service and data-access authorization. If you agree, select both checkboxes and click Continue.Zoho trigger installation page with terms and data-access checkboxes and Continue
2

Choose who can use the extension

Under Choose Users/Profiles, select Install for all users to make the extension available to your team, then click Confirm. If access should be limited, use Install for admins only or Choose profiles instead.Choose Users/Profiles with Install for all users selected and Confirm
3

Wait for installation to finish

Zoho displays Extension Installation Status. Click Okay to close the progress window and wait for the completion notification. Confirm that the installed extension’s Status is Active before continuing.
The screenshot shows 99% Complete, which is still in progress. Wait for installation to finish; this screen alone does not confirm a successful installation.
Zoho trigger installation in progress at 99 percent with a completion-notification message
4

Verify your Eazybe account

Open the installed extension’s Settings and follow the Eazybe setup. Enter your account details when prompted. At Enter OTP, enter the six-digit code sent to your email and click Verify and continue. Use Resend OTP if you need a new code, or Edit details to correct your email.Zoho trigger settings with the Eazybe email verification step
5

Review the WhatsApp backup setup

The onboarding flow may show Install Eazybe for Chrome for WhatsApp backup setup. If you are setting up this backup feature, click Install extension or I installed it, as appropriate.Follow the setup prompts to connect your account and authorize Zoho. Team Inbox is included in the Zoho package; the overall inbox does not require the Chrome extension or an open WhatsApp Web tab.Eazybe Chrome extension setup with Install extension and I installed it buttons
To configure a WhatsApp workflow with the same package, follow Send WhatsApp Messages through a Zoho Workflow. Installing the package makes the action available; you still need to create and activate your workflow rule.

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Open Team Inbox on a Contact or Lead

  1. Open Contacts or Leads in Zoho CRM and select the record.
  2. In the record’s Related List on the left, scroll down and click Eazybe Team Inbox. You can also scroll down the record page to the section with the same name.
  3. Review the record’s conversation in the embedded inbox. Use View: to choose an available conversation view and Assign: to manage assignment according to your access.
The example below is an edited capture with fictional customer details and sample messages. It illustrates the Contact record layout; the same entry is available on Lead records after package installation.
Contact record with Eazybe Team Inbox selected in the Related List and a fictional customer conversation
If the conversation shows Expired and The 24h window has expired — only WABA templates can be delivered, use Send template to continue through the template flow. The screenshot illustrates this expired-window state.

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Open the Overall Team Inbox

  1. In Zoho’s module navigation, find Eazybe Team Inbox alongside modules such as Vendors, Services, and Projects. Scroll through the module list if needed. In the layout shown below, this navigation is on the left.
  2. Click Eazybe Team Inbox. The overall inbox opens inside Zoho CRM and shows the conversations available to you across your workspace.
  3. Choose an inbox list such as All conversations, Favorites, Assigned, Unassigned, or Assign to me. Use Search conversations, Channels, Assignee, and All filters to narrow the list.
  4. Select a conversation to view its messages on the right. Until you select one, the panel shows Select a conversation.
The example below is an edited capture with fictional customer names, message previews, and custom view and label names.
Overall Team Inbox inside Zoho with the module entry selected, fictional conversation previews, search and filters

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Manage Conversations in Zoho

Your Eazybe permissions determine which conversations you can view and manage inside Zoho CRM. With a connected WhatsApp Business API or Coexistence (CoEx) number, you can send and receive messages directly from Team Inbox. For conversation controls and messaging, see Manage Conversations and Messages, Templates, and Quick Replies.

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Troubleshooting

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Why Is the Team Inbox Entry Missing?

Confirm that you installed the package linked above and that Zoho trigger is Active. Check that your user or profile was included during installation, then refresh Zoho CRM. For a record inbox, open a Contact or Lead and scroll through its Related List. For the overall inbox, scroll through Zoho’s module navigation.

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Why Is a Contact or Lead’s Conversation Missing?

Check that the record contains the customer’s correct WhatsApp number, including the international country code. Confirm your Zoho account is connected to Eazybe and that you can access the conversation in Eazybe. Check the selected View: as well.

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Why Does the Overall Inbox Not Load or Show the Expected Chats?

Confirm that the Zoho package is installed and active, that your user has access, and that your account is connected to Eazybe. Reload the Zoho inbox, compare your access at app.eazybe.com, and clear search text or filters that may hide the conversation. The overall inbox is provided by the installed Zoho package and does not depend on the Chrome extension.