Skip to main content

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.

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.
Auto-create Salesforce lead

​
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
Auto-create toggle
3

Configure Field Mapping

WhatsAppSalesforce Field
Phone NumberMobile Phone
Profile NameFirst Name
-Lead Source = “WhatsApp”
-Lead Owner = Rep who received message
Field mapping

​
What It Looks Like in Salesforce

Salesforce lead