Setup Time: 5 minutes | Difficulty: Easy | Zoho Edition: Free+
The Problem
WhatsApp conversations happen outside Zoho:- Managers have no visibility
- When reps leave, history is lost
- No audit trail
The Solution
Every WhatsApp message automatically appears in Zoho timeline.
Step-by-Step Setup
Choose Activity Type
Select how messages appear:
- Notes - As notes on record
- Activity - As WhatsApp activity
What It Looks Like in Zoho
Troubleshooting
Messages not appearing?
Messages not appearing?
- Check sync status in Eazybe sidebar
- Verify lead/contact exists in Zoho
- Check Zoho connection is active