> ## 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.

# Lead Capture to Salesforce

> Automatically create Salesforce leads from WhatsApp

<Info>
  **Setup Time**: 10 minutes | **Difficulty**: Easy | **Salesforce Edition**: All
</Info>

## The Problem

WhatsApp leads don't make it into Salesforce pipeline.

## The Solution

Eazybe automatically creates Salesforce leads when new WhatsApp conversations start.

<Frame caption="Automatic lead creation in Salesforce">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/lead-capture-solution.gif" alt="Auto-create Salesforce lead" />
</Frame>

## Step-by-Step Setup

<Steps>
  <Step title="Open Eazybe Settings">
    Click **Eazybe icon** → **Settings** → **CRM Integration**
  </Step>

  <Step title="Enable Auto-Create">
    Toggle **Auto-create records in Salesforce** to ON

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/auto-create-toggle.png" alt="Auto-create toggle" />
    </Frame>
  </Step>

  <Step title="Configure Field Mapping">
    | WhatsApp     | Salesforce Field                      |
    | ------------ | ------------------------------------- |
    | Phone Number | Mobile Phone                          |
    | Profile Name | First Name                            |
    | -            | Lead Source = "WhatsApp"              |
    | -            | Lead Owner = Rep who received message |

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/field-mapping.png" alt="Field mapping" />
    </Frame>
  </Step>
</Steps>

## What It Looks Like in Salesforce

<Frame caption="New lead in Salesforce from WhatsApp">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/salesforce/new-lead-created.png" alt="Salesforce lead" />
</Frame>