> ## 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.

# Lead Capture to Zoho

> Automatically create Zoho leads from WhatsApp conversations

<Info>
  **Setup Time**: 10 minutes | **Difficulty**: Easy | **Zoho Edition**: Free+
</Info>

## 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

<Frame caption="WhatsApp conversations not synced to Zoho">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/lead-capture-problem.png" alt="WhatsApp missing from Zoho" />
</Frame>

## The Solution

Eazybe automatically creates Zoho leads/contacts when new WhatsApp conversations start.

<Frame caption="Automatic lead creation in Zoho">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/lead-capture-solution.gif" alt="Auto-create Zoho lead from WhatsApp" />
</Frame>

## Step-by-Step Setup

<Steps>
  <Step title="Open Eazybe Settings">
    Click **Eazybe icon** → **Settings** → **CRM Integration**

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

  <Step title="Enable Auto-Create">
    Toggle **Auto-create records in Zoho** to ON

    Choose record type:

    * **Lead** - For new prospects
    * **Contact** - For existing relationships

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/auto-create-toggle.png" alt="Auto-create toggle" />
    </Frame>
  </Step>

  <Step title="Configure Field Mapping">
    Map WhatsApp data to Zoho fields:

    | WhatsApp     | Zoho Field                            |
    | ------------ | ------------------------------------- |
    | Phone Number | Mobile                                |
    | Profile Name | First Name                            |
    | -            | Lead Source = "WhatsApp"              |
    | -            | Lead Owner = Rep who received message |

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/field-mapping.png" alt="Zoho field mapping" />
    </Frame>
  </Step>
</Steps>

## Video Walkthrough

<Frame>
  <iframe src="https://www.loom.com/embed/your-zoho-lead-capture-video" width="100%" height="400" frameborder="0" allowfullscreen />
</Frame>

## What It Looks Like in Zoho

<Frame caption="New lead created in Zoho from WhatsApp">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/zoho/new-lead-created.png" alt="Zoho lead from WhatsApp" />
</Frame>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Leads not being created?">
    1. Verify Zoho connection is active
    2. Check you have lead create permissions
    3. Ensure auto-create toggle is ON
  </Accordion>

  <Accordion title="Duplicate leads appearing?">
    Enable duplicate check in Zoho or ensure phone format is consistent (E.164).
  </Accordion>
</AccordionGroup>