CRM functions your team actually needs

Add more custom functions and views to your Pipedrive.

With the OneClick Pipedrive add-on, all your integrations and automations start with a click of a Pipedrive button.

Features

OneClick functions - what can you do with it?

Custom buttons

Trigger intentionally

Create a button for your new or existing workflows. Buttons can be shown in deal, organization or person views. Before a stage or custom field change triggered an automation. Now you can trigger it intentionally with a button.

Data validation

No more failed executions

If your workflow requires certain fields to be filled in, OneClick can validate the fields. You can mark custom fields required and if empty, OneClick will ask user to fill them in. it can even check that they are filled in correctly.

Disposable fields

Extra data as needed

Not everything needs to be a custom field in Pipedrive. With OneClick’s disposable fields feature, you can ask the user to fill in extra information needed for the automation. The field appears only after clicking a OneClick button and data is used to execute the automation.

Add new windows

Show data from other systems

With OneClick, you can open a new window in Pipedrive. This extra view can show any data needed: reports from a BI tool, customer’s invoice history, a form to fill in, customer group sales info… And no front-end coding needed.

Confirmations

Are you sure?

Sometimes users can trigger automations accidentally by changing a field value or deal stage without meaning to. OneClick button can ask the user to confirm that they really want to start the automation. Stop wasting tokens with unwanted executions.

Feedback

Users get to know if it worked

Automations happening in the background are mysterious to users. OneClick will inform the user if the desired automation worked or not. If something went wrong, they’ll know. If it worked, they can happily continue with their day.

Get more out of your Pipedrive

OneClick was built because we needed it ourselves. It gives user two benefits:

A button to click when they want to start an automation
Ability to view data from other systems in Pipedrive, without jumping between browser tabs

Triggering your Zapier, Make.com, n8n, Power Automate or similar workflows gets easier and more accurate with OneClick.

All this without a single line of code. Easy, simple and effective.

How to expand your Pipedrive with OneClick

Filter:

Create and update marketing lists

Sales reps can validate GDPR consent and add approved contacts to marketing audiences directly inside Pipedrive. Prevent accidental re-subscribes, maintain a clear audit trail, and keep your email lists compliant.

Create CPQs with customer specific pricing

Bring live contract prices, cost structures, and automated discount warnings directly into Pipedrive. Protect your profitability and give sales reps instant pricing guidance during every call.

Customer 360 view

Give reps instant visibility into historical sales, product breakdowns, and live product adoption rates directly inside Pipedrive. Spot churn risks early and uncover real upsell potential before every customer call.

Send invoices from deals

preview and trigger one-time, instalment, or recurring invoices straight from Pipedrive into your accounting software. Eliminate re-typing errors, clean up your sales pipeline, and get paid faster.

Show ERP information

Bring live ERP data (including order statuses, shipments, and inventory levels) directly into your CRM. Give instant answers, keep delivery promises, and close deals faster.

View invoice history

Selling to accounts with overdue bills increases credit risk. With OneClick Interface, your sales team gets live visibility into invoice history, payment behaviors, and overdue balances directly inside Pipedrive.

Pricing

Start with a free Solo user plan and invite colleagues as you need grows. Transparent, simple, and designed to fit your needs—no surprises, just power up your Pipedrive with as many custom action buttons as needed!

You only pay for the users you need!

Free for one user

Add unlimited buttons to Deal, Organization, or Person views.
Full access to KB and use cases
Add unlimited users

For first-timers

$ 7

per user / month

Add unlimited buttons to Deal, Organization, or Person views.
Full access to KB and use cases
Add unlimited users

Have information you'd like to show inside Pipedrive?

Invoice history
Production data from ERP
Group sales data from a BI tool
An order form reps need to fill in

The answer is Oneclick and it’s Interface feature. With Interface, you can click a button to open a new window on top of Pipedrive. The window can show any information you need, or have a form to fill. Bring data to sales reps, don’t make them chase it!

Why OneClick?

Your users deserve clarity, your admins deserve integrations that don’t fail, and your customers deserve sales reps that stay on top of their work.

OneClick will not only integrate your other systems with Pipedrive, it will even show their data without having to leave Pipedrive.

Don’t settle with clumsy integrations, weird fails in the background and sales jumping between tabs all day long. Use OneClick.

Get help from OneClick experts

These companies are award-winning Pipedrive experts and leading specialists in their field, including OneClick.

If there isn’t a partner available in your country or region, please don’t hesitate to contact Zimple!

EMEA Partners

Rest of the world

For Pipedrive partners

Extend what you deliver to your clients

Add embedded interfaces, floating buttons, integrations and workflows to your Pipedrive customers. Reuse ready-made use cases or co-build customer-specific solutions with the OneClick team. With OneClick, your customers will love Pipedrive.