How to Create & Customize Zoho Deals Using Eazybe (Complete Guide)
Start your free trial – https://eazybe.info/3a3720 🚀 How to Create & Customize Zoho Deals Using Eazybe (Complete Guide) -------------------------------------------------------------------- Start your free trial – https://join.eazybe.com/hubspot -------------------------------------------------------------------- Want to spin up Zoho Deals right from WhatsApp—and make them match your exact pipeline? In this tutorial, I’ll show you how to create and customize Zoho Deals using Eazybe, map the right fields, and keep every chat and update synced to CRM without copy-paste chaos. What you’ll learn One-time Eazybe ↔ Zoho connection (permissions & basics) Create a Deal from WhatsApp in a click (auto-link to the right lead/contact) Customize Deal fields & stages to fit your pipeline Add notes/activities and auto-log chats for full context Simple automation ideas (owners, tasks, notifications) Step-by-step Connect Zoho in Eazybe: Settings → Integrations → Zoho → Connect & authorize. Open a WhatsApp chat (with a number saved in Zoho). Eazybe shows the CRM card. Click Create Deal → pick Pipeline & Stage → map fields (Deal Name, Amount, Close Date, Owner). Hit Save. Eazybe links the new Deal to the Contact/Account automatically. Add Notes/Activities (call, task, follow-up) right from the sidebar. (Optional) Turn on auto-logging so WhatsApp messages store as activities in Zoho. In Zoho → Settings → Pipelines/Layouts, customize stages & required fields; refresh Eazybe to pull updates. Customization tips Use international phone format (+91, +1) so contacts match instantly. Keep Deal names consistent: Company — Product — Month. Make Close Date & Amount required for cleaner forecasts. Add a custom field for WhatsApp Opt-In and filter workflows accordingly. Auto-assign ownership by territory or source to avoid “orphan” deals. Who this helps: SDRs, AEs, and RevOps who live in WhatsApp but report in Zoho CRM. Who this helps: Sales/RevOps admins, team leads, and CRM owners who want speed and governance. Book Free Demo to follow each step carefully to unlock the full power of the Eazybe Chrome Extension.😉 ------------------------- 💼 What Is Eazybe? Eazybe helps you manage your business communications on WhatsApp—just like a CRM! Here's what it offers: ---------------------------------------------------------- 🔗 Install Eazybe Chrome Extension Now: https://chromewebstore.google.com/det... ---------------------------------------------------------- 📞 Need Help or Want to Learn More? 🌐 Website: https://eazybe.com 📧 Email: [email protected] 📱 WhatsApp: +1 309-929-4280 -------------------------- 🐱🏍Follow us on: Facebook: / eazybe.whatsapp.m. . Instagram: / eazybe.supercharge LinkedIn: / eazybe Youtube: / @eazybe ------------------------------------ ✨ Ready to revolutionize your WhatsApp Web experience? Don't miss out on boosting your sales productivity. Install the Eazybe Chrome extension now and transform your WhatsApp workflow. ---------------------------------------------------------- Keywords: Eazybe Zoho deals, create deal from WhatsApp, Zoho pipeline customization, Zoho deal fields, WhatsApp Zoho CRM, Eazybe Zoho integration, sales automation. ---------------------------------------------------------- Hashtags: #ZohoCRM #Eazybe #WhatsApp #Sales #CRM #Deals #Automation
