Setup Time: 10 minutes | Difficulty: Easy | Zoho Edition: Free+
The Problem
Sales reps chat on WhatsApp but leads never make it to Zoho:- No pipeline visibility
- Leads slip through cracks
- Manual data entry wastes time
The Solution
Eazybe automatically creates Zoho leads/contacts when new WhatsApp conversations start.
Step-by-Step Setup
Enable Auto-Create
Toggle Auto-create records in Zoho to ONChoose record type:
- Lead - For new prospects
- Contact - For existing relationships
Video Walkthrough
What It Looks Like in Zoho
Troubleshooting
Leads not being created?
Leads not being created?
- Verify Zoho connection is active
- Check you have lead create permissions
- Ensure auto-create toggle is ON
Duplicate leads appearing?
Duplicate leads appearing?
Enable duplicate check in Zoho or ensure phone format is consistent (E.164).