OneClick for Pipedrive

oneclick for pipedrive enables you to create custom buttons in pipedrive, which will then trigger your scenarios the oneclick for pipedrive modules are a convenient way to integrate with your scenarios requirements to use the oneclick for pipedrive app in , you must have a pipedrive global admin user account in your paid pipedrive account https //www pipedrive com/en/gettingstarted and oneclick must be installed from the pipedrive marketplace https //www pipedrive com/en/marketplace/app/one click/de8c9f16a3a18391 for subscription information, refer to the pipedrive pricing page https //www pipedrive com/en/pricing connect oneclick for pipedrive and to get started, you must first create a connection between oneclick for pipedrive and , allowing the two services to communicate to create the connection, you need to obtain a oneclick api key in your pipedrive account docid\ xjhhbdnpu6hsdgyokbj5y create the connection in make docid\ xjhhbdnpu6hsdgyokbj5y obtain your oneclick api key in pipedrive before you create the connection in , you should first obtain a oneclick api key in your pipedrive account to obtain the api key log in to your pipedrive account and open any deal, person, or organization view on the left hand panel, locate oneclick and click settings go to the api keys tab click create new api key to create a new personal api key label your key so you can recognize it later and click save copy the api key value and store it in a safe place you'll use this value in the api key connection field in create the connection in once you have your oneclick api key in pipedrive, you're ready to create the connection in to create the connection log in to your account, add a oneclick for pipedrive > watch button click module to your , and click create a webhook , name your webhook, and click create a connection see the oneclick for pipedrive module docid\ xjhhbdnpu6hsdgyokbj5y settings for additional configuration information optional in the ​​ connection name​​ field, enter a name for the connection in the ​​ api key field, enter the api key you copied from your pipedrive account click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the oneclick for pipedrive app in your if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj oneclick for pipedrive modules after connecting to the oneclick for pipedrive app, you can use the following types of modules to build your triggers watch button click catches a button click field description button api key enter a password which will secure your to your oneclick button the password doesn’t have to be copied, as it will be automatically put in place in oneclick button label enter a password which will secure you scenario to your oneclick button the password doesn’t have to be copied, as it will be automatically put in place in oneclick is messaging enabled? select yes if you’re planning to use the oneclick for pipedrive > send message module include deal products select yes if you want to get pipedrive deal product data with your button click visibility select the pipedrive item types on which your button will be visible (deal / person / organization) hide the button from others select yes if you want to keep the button to yourself only while developing your remember to change this in oneclick’s settings later when you’re ready to publish your button to others additional optional configuration within your pipedrive account log in to your pipedrive account and open any deal, person, or organization view on the left hand panel, locate oneclick and click settings on the button list, hover on you button and click edit additional settings please refer to the oneclick configuration guide https //help theoneclick io/books/2 configuration guide for full details on how to tweak your button settings actions send message sends a message back to the user field description event id select the event id attribute from the oneclick for pipedrive < watch button click module message content enter the content for your message required if redirect url is empty message type select your message type (success / info / warning / error) the message type defines the message color in oneclick, and in case of type error it can also prevent the button from being clicked again until the error message has been read, depending on your button configuration redirect url enter a url where the user will be redirected to from pipedrive once received required if message content is empty oneclick for pipedrive resources oneclick for pipedrive help center https //help theoneclick io oneclick and make article https //help theoneclick io/books/4 oneclick make oneclick configuration guide https //help theoneclick io/books/2 configuration guide