What is OneClick?

OneClick is a Pipedrive CRM add-on which enables you to easily control and trigger your 3rd party automations with a push of a button. OneClick is typically used together with no/low-code platforms such as Make.com and Zapier, but also with custom built end-points and other platforms.

Often when building 3rd party Pipedrive automations and integrations the problem is to decide when your processes should start. Out of the box Pipedrive doesn't offer capabilities to create custom buttons or other means for the users to decide when a process should begin. Therefore the only options are to use Pipedrive webhooks or to constantly monitor Pipedrive filters to recognize when certain conditions are met for a deal, person or organization, and then trigger your process. The problem is that this is very inefficient as you need to recognize the correct updates from the storm of webhooks (of which probably 99% are white noise), and constantly fetching a filter does not result to any action in 99% of the time. Also these kind of mechanisms are invisible to the user, leading to confusion if a process started, completed or ended in an error.

OneClick eases this pain by allowing you to create custom buttons on your deal, person and organization views. The button clicks will then trigger your no/low-code platform or other end-point with a HTTP POST call. The payload can include field, user and product data, so no need to get them separately in your process. You can also make sure users fill in the necessary fields or additional data before the button can be triggered. Not to forget that you can message back to the user about the progress and status of your process. Read all the details in this Knowledge Base's articles.

We built it so you don't have to :) Enjoy!

The OneClick team