> ## 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.

# Chat Backup to Zoho

> Log every WhatsApp message to Zoho record timeline

<Info>
  **Setup Time**: 5 minutes | **Difficulty**: Easy | **Zoho Edition**: Free+
</Info>

## 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.

<Frame caption="WhatsApp messages in Zoho timeline">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/chat-backup-solution.gif" alt="WhatsApp syncing to Zoho" />
</Frame>

## Step-by-Step Setup

<Steps>
  <Step title="Open Integration Settings">
    Go to **Settings** → **Integrations** → **Zoho CRM**
  </Step>

  <Step title="Enable Chat Backup">
    Toggle **Backup chats to Zoho** to ON

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/enable-chat-backup.png" alt="Enable chat backup" />
    </Frame>
  </Step>

  <Step title="Choose Activity Type">
    Select how messages appear:

    * **Notes** - As notes on record
    * **Activity** - As WhatsApp activity

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/activity-type.png" alt="Activity type" />
    </Frame>
  </Step>

  <Step title="Configure Sync Options">
    Choose what to backup:

    * ✅ Text messages
    * ✅ Images
    * ✅ Documents
    * ✅ Voice notes
  </Step>
</Steps>

## What It Looks Like in Zoho

<Frame caption="WhatsApp conversation on Zoho lead timeline">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/timeline-view.png" alt="Zoho timeline with WhatsApp" />
</Frame>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Messages not appearing?">
    1. Check sync status in Eazybe sidebar
    2. Verify lead/contact exists in Zoho
    3. Check Zoho connection is active
  </Accordion>
</AccordionGroup>