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.
Step-by-Step Setup
Open Eazybe Settings
Click Eazybe icon → Settings → CRM Integration
Enable Auto-Create
Toggle Auto-create records in Salesforce to ON Configure Field Mapping
| WhatsApp | Salesforce Field |
|---|
| Phone Number | Mobile Phone |
| Profile Name | First Name |
| - | Lead Source = “WhatsApp” |
| - | Lead Owner = Rep who received message |
What It Looks Like in Salesforce
