Setup Time: 10 minutes | Difficulty: Easy | Salesforce Edition: All
The Problem
WhatsApp leads don’t make it into Salesforce pipeline.The Solution
Eazybe automatically creates Salesforce leads when new WhatsApp conversations start.
Automatic lead creation in Salesforce
Step-by-Step Setup
1
Open Eazybe Settings
Click Eazybe icon → Settings → CRM Integration
2
Enable Auto-Create
Toggle Auto-create records in Salesforce to ON
3
Configure Field Mapping
What It Looks Like in Salesforce
New lead in Salesforce from WhatsApp