Create Pipedrive contacts and deals from WhatsApp Web, view and edit contact details, create message templates, export chats and add notes.

Communicate with leads, Automate my pipeline and data, Manage my accounts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Efficiently manage Pipedrive people and deals without leaving WhatsApp Web. Create and access Pipedrive prospects from WhatsApp contacts and send them customized WhatsApp message templates in no time.

Create contacts

Add people and deals to Pipedrive from WhatsApp Web. View and edit Pipedrive fields from WhatsApp Web.

Pipedrive contacts

Access Pipedrive contacts linked to WhatsApp contacts with just a click.

Configure fields

Customize Pipedrive deal fields from WhatsApp Web.

Message template

Send predefined WhatsApp messages using message templates that can be easily created, edited and deleted.

Add notes

Add notes for Pipedrive contacts from WhatsApp Web.

Export Chats

Select and export WhatsApp chats as Pipedrive notes.

This way, you can easily manage Pipedrive contacts and conversations from WhatsApp Web.

Installation instructions

Easily access Pipedrive contacts from WhatsApp Web.

  • Install LookUp for Pipedrive from the Pipedrive Marketplace
  • Click on "Allow and install'
  • Install the Chrome extension
  • Open WhatsApp Web
  • Click on the Extensions icon at the top right corner of your browser.
  • Select 'Ulgebra Lookup App for CRM/Desk'.
  • Enable Pipedrive from the dropdown.
  • In the LookUp panel, click on "Authorize now"
  • Authorize Pipedrive account

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