Creating a Link button

Don't forget to check out our Link button examples once you've read this article!

Link buttons enables you to build dynamic URL's based on Pipedrive data, and then open the URL with a click of a button on any Pipedrive deal, organization or person.

Once you've installed OneClick go to any Pipedrive deal, organization or person and click on the Settings button in the OneClick application panel. To create your first Link button click on Create new and select Link button.

Button settings

The Button section defines the minimum basic settings for your Link button.

Button text

Button text will be shown as the button label in the application main panel main view.

Description

Optional description for your button. Once set, users can see the description by clicking on the information icon next to the button in the application panel main view.

Dynamic URL

The Dynamic URL field let's you build up your URL from blocks. For example, as seen below, you can build a simple Google search URL by replacing the search term with a Pipedrive organization name field:

It is recommended to first copy yourself a sample URL from the service to which you Link button will be pointing to, and then replace the query parameters needed with the Pipedrive fields.

URL toolbox

The URL builder toolbox, which shows up when you hover on the URL field, has multiple different functions:

Move

Delete

Add text

Add field

Split

Field picker

Please note: All and any fields you pick for your URL are considered as required. If you choose a field for your URL and it is not available or empty you will not be able to trigger your Link button

Test your button