OneClick for Pipedrive
The top 20 OneClick buttons Pipedrive users love
If you use Pipedrive daily, you know how much time gets eaten up switching between apps, copying data, and triggering the same steps again and again. What if you could skip the friction and handle it all with a single click?
There’s no shortage of global integrations for Pipedrive. But most businesses don’t run on global standards. They run on local tools: accounting systems, national payment processors, homegrown contract platforms, or the local ERP your ops manager swears by.
These tools often don’t come with native Pipedrive integrations. Most of the time, custom workflows are built from scratch. And users? They’re usually left hoping (or memorizing!) that moving a deal to a new stage or tweaking a field will silently trigger the right automation behind the scenes.
With OneClick, users get clearly labeled buttons, named after the exact tools your team already knows. Whether it’s your invoicing platform, your ERP, or your contract tool, OneClick puts it directly inside the Pipedrive deal, organization or person view.
The user sees what will happen, when, and with whom. Want to sync details? Push data? Access a Link? Trigger a workflow? OneClick asks for confirmation and gets it done.
- Why push customer data 24/7 if you’re only creating one invoice per deal a month?
- Why enrich every contact when only 10% qualify for sales?
Pipedrive companies using OneClick stay smart, and lean. No unnecessary API calls. No wasteful automations. Just the right action, right when it matters.
Here are the top 20 most popular OneClick buttons by category:
Whether you’re dealing with niche local tools or even that custom-built ERP your ex-IT wizard left behind, with a Make scenario, a Zapier Zap, n8n workflow, or even a webhook, you can turn complex processes into a single, user-triggered click.
Don’t know where to start? Get inspired with what other Pipedrive users are building:
Fetch company data (YTJ/GUS/BDO, Experian, Schufa score, Aurora insights) by domain or identifier, validate email/phone, then auto-assign the deal to the right owner.
Trigger priority SMS blasts or templated email campaigns with a button click that is visible to the right users, located at a specific deal and stage, organization or person view; send invites, reminders or follow-ups.
Create purchase orders, work orders or project records using Pipedrive data in a single click; sync order history back to your ERP, Onboarding platform or accounting system.
Generate and send payment links (Spring, Dolls, PV Products) via SMS or email at the click of a button; create draft and final invoices using Pipedrive customer data fields.
Create proposals, quotes, contracts or Docusign envelopes using Pipedrive data fields.
Launch pitch decks or product presentations (heatpump, wallbox, combi) prefilled with customer data for fast demos.
Kick off automated workflows (lead scoring, no-show handling, cancellations, retention tasks, mailchimp campaigns) with single-click triggers.
Retrieve country-specific compliance data or language-specific workflows (e-invoicing addresses, localized offer creation, multi-language labels).
Push Deal Product values to Generate Org360 snapshots, summary reports or KPI dashboards on demand.
Leverage your own AI tools to process Pipedrive lead data and generate actionable insights and recommendations for intro sales calls
Push or pull data to/from external systems (Xero, QuickBooks, SuperDispatch, Weclapp, Zoho, Monday, Airtable) and log results in back in Pipedrive
Trigger a multi-stage approval workflow (price override, legal sign-off) with one button, and track status.
Select multiple deals or contacts and update any custom field (region, product line, campaign) in one go.
Instantly generate and send a “book a time” link (Calendly/Bookafy) tailored to the contact’s timezone.
Pull full LinkedIn profile data (job history, skills, connections) into the person record with a single click.
Auto-create a renewal Deal X days before contract end, prefilled with historical terms and values.
Send an NPS or custom feedback survey via email/SMS when most convenient and log responses in the Pipedrive deal.
Open a helpdesk ticket (Zendesk/Freshdesk) from the deal page and link it back to the deal or contact in Pipedrive
Run an AI scan of past orders and usage data to flag and create cross-sell tasks for high-potential customers.
One click to export filtered deals or activities to Excel, PDF or directly into your analytics tool.
