Creating a Link button

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

Link buttons enable 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 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.

You can use basic HTML in your description. Allowed tags are <a>, <b>, <i>, <br> and <div>. Inline CSS is not allowed. All illegal tags and attributes will be automatically deleted.

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 in the dynamic URL field

URL toolbox

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

Move

Move your URL text or field element left or right with the arrow icons 

Delete

Remove the element on which your cursor currently is with the trash bin icon

Add text

Add a new URL text element to the right of the current position

Add field

Add a new URL field element to the right of the current position. After picking a field element you need to select the field as explained in the Field picker section below

Split

You can split a text element at the position where the cursor currently is

Arrange elements

You can move and arrange created elements with the elements drag & drop handles:

Field picker

When you have added a new field element to your URL you much choose which Pipedrive field it presents.

The Field picker is divided to three tabs, each for the corresponding Pipedrive object types. You can search for field's by it's name. Select the correct field to the field element by clicking on it.

Some field types (for example single or multi select) may hold more information than just the field's label value, in this case you need to choose what will be actually used in the URL when the Link button is being triggered, as an example:

You can also add a new field to your URL without using the URL field Toolbox. If you click on a field in the Field picker it will be added to the URL as the rightmost element.

Link buttons are aware of the Pipedrive context, so if your Link button has for example deal fields selected but you try to trigger the button from a Pipedrive organization the Link button will be disabled. Only a Link button triggered from a deal can have all 3 field types (deal, organization, person). A Link button triggered from an organization or a person can only have fields of it's own type. It is recommended to use the Link buttons together with the Limit visibility feature to avoid unexpected results.

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

When you've saved your button head to any Pipedrive deal and click on it in the OneClick application panel. In our example a new Google search window will open using the Pipedrive organization name as the search term: