Overview
The Pipedrive Mini CRM allows you to manage your sales activities directly from WhatsApp without switching applications. Create contacts, add notes, manage tasks, and create deals based on your WhatsApp conversations.Make sure you have connected your Pipedrive account before using these features.
Opening the Mini CRM
Mini CRM Features
Under Mini CRM, you can manage your Pipedrive data directly from WhatsApp:
Creating Contacts
Adding Notes and Creating Tasks
Creating Deals
Chat Backup View
One-Click Contact Redirect
Use the One Click Contact Redirect button to directly open the contact’s Pipedrive page. This is useful when you need to view complete contact details or history in Pipedrive.Quick Reference
| Feature | Description |
|---|---|
| Create Contact | Add WhatsApp contacts to Pipedrive |
| Notes | Add notes to contacts from conversations |
| Tasks | Create and manage tasks for follow-ups |
| Deals | Create deals based on sales conversations |
| Contact Redirect | Open contact’s full Pipedrive page |
| Chat Backup | View WhatsApp chat history in contacts |
Next Steps
Account Connection
Learn how to connect Pipedrive with Eazybe.
Disconnect
Learn how to disconnect the Pipedrive integration.
Need Help?
Contact Support
If you have any questions or need further assistance, reach out to us at hey@eazybe.com. We’re happy to help!