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
WhatsApp conversations not synced to Zoho
The Solution
Eazybe automatically creates Zoho leads/contacts when new WhatsApp conversations start.
Automatic lead creation in Zoho
Step-by-Step Setup
1
Open Eazybe Settings
Click Eazybe icon → Settings → CRM Integration
2
Enable Auto-Create
Toggle Auto-create records in Zoho to ONChoose record type:
- Lead - For new prospects
- Contact - For existing relationships
3
Configure Field Mapping
Map WhatsApp data to Zoho fields:
Video Walkthrough
What It Looks Like in Zoho
New lead created in Zoho from WhatsApp
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).