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.
WhatsApp messages in Zoho timeline
Step-by-Step Setup
1
Open Integration Settings
Go to Settings → Integrations → Zoho CRM
2
Enable Chat Backup
Toggle Backup chats to Zoho to ON
3
Choose Activity Type
Select how messages appear:
- Notes - As notes on record
- Activity - As WhatsApp activity
4
Configure Sync Options
Choose what to backup:
- ✅ Text messages
- ✅ Images
- ✅ Documents
- ✅ Voice notes
What It Looks Like in Zoho
WhatsApp conversation on Zoho lead timeline
Troubleshooting
Messages not appearing?
Messages not appearing?
- Check sync status in Eazybe sidebar
- Verify lead/contact exists in Zoho
- Check Zoho connection is active