OneClick for Pipedrive
OneClick for Pipedrive enables you to create custom buttons in Pipedrive, which will then trigger your Make scenarios. The OneClick for Pipedrive Make modules are a convenient way to integrate with your scenarios.
Requirements
To use the OneClick for Pipedrive app in Make, you must have a Pipedrive global admin user account in your paid Pipedrive account and OneClick must be installed from the Pipedrive Marketplace.
For subscription information, refer to the Pipedrive pricing page.
Connect OneClick for Pipedrive and Make
To get started, you must first create a connection between OneClick for Pipedrive and Make, allowing the two services to communicate.
To create the connection, you need to:
Obtain your OneClick API key in Pipedrive
Before you create the connection in Make, 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 Make.
Create the connection in Make
Once you have your OneClick API key in Pipedrive, you're ready to create the connection in Make.
To create the connection:
Log in to your Make account, add a OneClick for Pipedrive > Watch button click module to your scenario, and click Create a Webhook, name your webhook, and click Create a connection.
See the OneClick for Pipedrive module 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 scenarios. If you want to make changes to your connection in the future, follow the steps here.
OneClick for Pipedrive modules
After connecting to the OneClick for Pipedrive app, you can use the following types of modules to build your scenarios.
Triggers
Watch button click
Catches a button click.
Field | Description |
|---|---|
Button API key | Enter a password which will secure your scenario 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 scenario. 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 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. |