Sales Dashboards & Analytics by Dear Lucy
Analytics. Sales reporting. Sales dashboards. Pipeline metrics, revenue and activity goals, forecasting, ARR/MRR, recurring revenue. Free trial. 🚀
(38)
23 reviews
LookUp for Pipedrive
by Ulgebra
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
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.
Add people and deals to Pipedrive from WhatsApp Web. View and edit Pipedrive fields from WhatsApp Web.
Access Pipedrive contacts linked to WhatsApp contacts with just a click.
Customize Pipedrive deal fields from WhatsApp Web.
Send predefined WhatsApp messages using message templates that can be easily created, edited and deleted.
Add notes for Pipedrive contacts from WhatsApp Web.
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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