The best tips, tricks and insights into how to use Pipedrive
Imagine you want to send a contract, open a document, or kick off a workflow – OneClick allows you to do that with a single press of a button. It saves time, reduces manual work, and helps avoid errors.
Create a first custom Document Type in seconds. Apply OneNode’s built-in templates to get started. Let your team search and find documents easily.
Not every customer journey follows the same pattern, and not every deal is ready for a feedback request at the same stage. By combining OneClick, Your Survey Platform, and Zapier, you ensure that your team is always in control of when and how they gather feedback, leading to smarter decisions and a better customer experience.
With OneNode, you can quickly browse all your customer documents and organize them into folders by category or other relevant information to you. In this post we demonstrate how easy it is!
Who hasn’t spent time searching for a specific document related to a customer? Contracts, quotes, project plans, invoices, complaints, and many other files are regularly dug out from the depths of folder structures. Now we have a solution: OneNode!
Combining Pipedrive with Zapier or Make will give you powerful automation possibilities. With OneClick you can control all your workflows with ease and get more out of your Pipedrive. Read more about OneClick!
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