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Overview

Integrating Pipedrive with your Eazybe WhatsApp extension is simple and quick. Before you begin, ensure you meet the following prerequisites for a smooth setup process.
Meeting all prerequisites ensures a seamless integration experience and prevents common setup issues.

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Requirements Checklist

1

Active Pipedrive Account

Ensure your Pipedrive account is set up and functioning properly. You’ll need access to your Pipedrive portal to complete the integration.
Both free and paid Pipedrive plans support the Eazybe integration.
2

Install Eazybe WhatsApp Extension

Make sure your Eazybe WhatsApp extension is properly installed and connected to WhatsApp Web.If you haven’t installed the extension yet, visit the Chrome Web Store to download it.
3

Company Domain

You’ll need your Pipedrive Company Domain for the integration.Pipedrive Company DomainThis is the subdomain in your Pipedrive URL. When you’re logged into Pipedrive, look at the address bar — it’ll read something like:https://yourcompany.pipedrive.comThe part before .pipedrive.com is your Company Domain.
4

Pipedrive API Token

You’ll need your Pipedrive API Token to authorize the connection.To get your API Token:Pipedrive API Token
  1. Go to your Pipedrive account
  2. Click on Personal Preferences
  3. Click on the API tab
  4. Copy your existing API Token or generate a new one

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Quick Reference

RequirementDetails
Pipedrive AccountActive account (free or paid)
Eazybe ExtensionInstalled and connected to WhatsApp Web
Company DomainYour Pipedrive subdomain
API TokenGenerated from Personal Preferences → API tab

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Next Steps

Setup Guide

Follow the step-by-step guide to connect Pipedrive with Eazybe.

Mini CRM Features

Learn how to use the Pipedrive Mini CRM in WhatsApp.

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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!