2. Configuration guide
Learn how to set up and utilize OneClick
Creating a Workflow button
Please note that OneClick Settings are only accessible for users who are Pipedrive Global Admins....
Creating a Link button
Don't forget to check out our Link button examples once you've read this article! Link buttons e...
Button behavior
This feature is not available for Link buttons To use any of the Button behavior features you ne...
Headers
This feature is not available for Link buttons OneClick can send custom HTTP headers with your b...
Limit visibility
To use this feature you need to enable it in the left hand menu first: With the limit visibili...
Custom fields
Don't forget to check out our Make and Zapier Data fields examples once you've read this article!...
Custom fields: Advanced validation
This feature is not available for Link buttons The Advanced validation feature allows you to ens...
Products
Don't forget to check out the Make.com example how to work with product data This feature is not...
Messaging
Don't forget to check out our Make and Zapier Messaging examples once you've read this article! ...
Button transfer
You can copy buttons from one Pipedrive/OneClick instance to another, e.g. if you have configured...
Managing buttons
Button sorting When you have created multiple button you can always sort them in the Settings vi...