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Creating a Link button

2. Configuration guide

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

Updated 2 months ago by Veli-Matti Ratinen

Custom fields

2. Configuration guide

Don't forget to check out our Make and Zapier Data fields examples once you've read this article!...

Updated 2 months ago by Veli-Matti Ratinen

Release 2024-03-06

Release notes 2024

New features Link button pop-up window Link buttons can now be configured to open in a pop-up w...

Updated 2 months ago by Veli-Matti Ratinen

Release 2024-02-19

Release notes 2024

New features Dark theme Pipedrive introduced a dark theme a little while ago, and therefore One...

Updated 2 months ago by Veli-Matti Ratinen

Release 2024-01-10

Release notes 2024

Improvements Admin access token check An issue was recognized with the admin access token check...

Updated 2 months ago by Veli-Matti Ratinen

Link button pop-up window opens in a new tab / Pop-up window bars are not removed

FAQ

Some browser do not support pop-up windows at all, opens pop-up windows in a new tab or requires ...

Updated 2 months ago by Veli-Matti Ratinen

Messaging

2. Configuration guide

Don't forget to check out our Make and Zapier Messaging examples once you've read this article! ...

Updated 2 months ago by Veli-Matti Ratinen

What is OneClick?

0. What is OneClick?

OneClick is a Pipedrive CRM add-on which enables you to easily control and trigger your 3rd party...

Updated 2 months ago by Veli-Matti Ratinen

Managing buttons

2. Configuration guide

Button sorting When you have created multiple button you can always sort them in the Settings vi...

Updated 2 months ago by Veli-Matti Ratinen

Release 2023-09-19

Release notes 2023

Important! If you have installed OneClick prior to September 19th 2023  this update requires a r...

Updated 2 months ago by Veli-Matti Ratinen

Release 2023-08-24

Release notes 2023

New features Single and Multi select disposable fields Single and Multi select field types have...

Updated 2 months ago by Veli-Matti Ratinen

Release 2023-06-22

Release notes 2023

New features Data fields: Additional elements You can now add additional UI elements to your co...

Updated 2 months ago by Veli-Matti Ratinen

Using data fields with Zapier

5. OneClick & Zapier

Introduction In this example we'll use OneClick data fields in a button to create a note in a de...

Updated 2 months ago by Veli-Matti Ratinen

Using data fields with Make

4. OneClick & Make

A Make scenario blueprint for the outcome of this example can be downloaded here Introduction I...

Updated 2 months ago by Veli-Matti Ratinen

Release 2023-04-17

Release notes 2023

New features You can now add data fields and field validation to your connection buttons! Data f...

Updated 2 months ago by Veli-Matti Ratinen

Headers

2. Configuration guide

Don't forget to check out our Make Authorisation example once you've read this article! This fea...

Updated 2 months ago by Veli-Matti Ratinen

Products

2. Configuration guide

This feature is not available for Link buttons Please note: Pipedrive products needs to be enabl...

Updated 2 months ago by Veli-Matti Ratinen

Limit visibility

2. Configuration guide

To use this feature you need to enable it in the left hand menu first: With the limit visibili...

Updated 2 months ago by Veli-Matti Ratinen

Button behavior

2. Configuration guide

This feature is not available for Link buttons To use any of the Button behavior features you ne...

Updated 3 months ago by Veli-Matti Ratinen

Creating a Workflow button

2. Configuration guide

Please note that OneClick Settings are only accessible for users who are Pipedrive Global Admins....

Updated 3 months ago by Veli-Matti Ratinen