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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-po...
I cannot see the Settings button?
If you are a Pipedrive global admin, but still cannot see the OneClick Settings button it may be that your credentials have been revoked. In that case please re-authorize OneClick with this link, go back to Pipedrive, refresh your browser and you should be abl...
Release 2023-10-10
New features Introducing Link Buttons 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. For example, you can show a view of an organization's ...
Release 2023-10-19
New features Messaging: Redirect from response You can now automatically redirect the user's browser to a specified URL after a button click. This has been added as part of the messaging feature. This is convenient if for example you automation creates a Pip...
Release 2023-11-21
Improvements New Settings UI The Settings UI has been completely redesigned for better user experience! We've given it more space and organized the different features to their own sections. Also the look & feel has been updated to follow the Pipedrive theme....
The OneClick application has disappeared?
If the OneClick application has suddenly disappeared from the left hand panel in Pipedrive, please follow these instructions: Log in to Pipedrive and reauthorize the OneClick application with this link Go to any Pipedrive deal, person or organization and r...
Release 2023-12-18
New features Button accent color If you'd like to easily distinguish different buttons and actions from each other, you can now set accent colors to buttons. Use the color picker in settings to to choose your color, and the reset button to remove it: De...
Release 2024-01-10
Improvements Admin access token check An issue was recognized with the admin access token checks, which may have resulted the token to be incorrectly revoked. This lead to situations where admin users needed to re-authorize the OneClick application several t...
Products
This feature is not available for Link buttons Please note: Pipedrive products needs to be enabled in order to be able use this feature You can include Deal Products in your button payload, which helps you by not having to fetch the Deal Products separately ...
Release 2024-02-19
New features Dark theme Pipedrive introduced a dark theme a little while ago, and therefore OneClick now has a dark theme too! The theme will change according to your Pipedrive theme selection automatically. Improvements Authorisation is now Headers T...
Headers
Don't forget to check out our Make Authorisation example once you've read this article! This feature is not available for Link buttons OneClick can send custom HTTP headers with your button click. Typically this is used as an authorisation mechanism to ensur...
Link button pop-up window opens in a new tab / Pop-up window bars are not removed
Some browser do not support pop-up windows at all, opens pop-up windows in a new tab or requires users to specifically allow pop-ups. Please refer to your browser's documentation, here's links to the popular ones: Chrome Safari Firefox Opera Edge Whi...
Release 2024-03-06
New features Link button pop-up window Link buttons can now be configured to open in a pop-up window instead of a new window. Read the details here! Improvements Custom error messages for "Do not allow value" in custom fields When a data field has been ...
Release 2024-10-02
Improvements Large number of data fields An issue was recognized in cases where there are a large number of data fields created, which caused some field data not to be available in certain scenarios. This has been now fixed.
Release 2024-09-26
Improvements General performance Several improvements has been introduced to improve general performance and to cut down loading times.