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Integrations

Pipedrive integration with OneClick

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Pipedrive / Pipedrive Integrations / OneClick
OneClick

OneClick is an add-on for Pipedrive CRM that allows users to trigger third-party automations with a single click. Unlike Pipedrive’s native options, which are inefficient and can lead to confusion, OneClick allows you to create custom buttons on deal, people and organization views. When these buttons are clicked, an HTTP POST call is sent that includes relevant data, simplifying integration with platforms via API or no-code like Make.com and Zapier. In addition, users can be required to complete necessary fields before triggering the button process and receive updates on the status of the automation.

 

 

Automatización

On integration

01 Why do we like it?

Often, when building automations and third-party integrations in Pipedrive, the problem of deciding when processes should start arises. Pipedrive does not provide options to create custom buttons to allow users to start a process. The only alternatives are to use Pipedrive webhooks or to constantly monitor filters to detect when certain conditions are met, which is inefficient and can lead to confusion for users.

OneClick solves this problem by allowing the creation of custom buttons in deal, person and organization views. Clicking on these buttons triggers a trigger in a make or zapier platform via an HTTP POST call, including the relevant data you need.

At Imanta, we like OneClick because it is a complete solution that simplifies the management of virtual environments, allowing us to offer a more efficient and flexible service to our customers. Here are some specific points that have convinced us:

  • Create action buttons in Pipedrive
  • Select the required data fields by clicking on the button.
  • Select which users can use the buttons
  • Select where to display the buttons (deal, organization, person, stage, pipeline)
  • Retrieve messages in the OneClick panel

In short, OneClick not only improves our operational efficiency, but also enables us to offer a higher quality service, tailored to the specific needs of our customers, keeping us one step ahead in a competitive business environment.

 

 

02 When do we recommend it?

At Imanta, we recommend OneClick to companies looking to improve the management and efficiency of their virtual environments, especially those that need to centralize and automate the delivery of applications and desktops to distributed or remote teams.

OneClick is ideal for companies of various sizes, from small startups that are just beginning to implement remote work environments, to medium and large enterprises that require a robust and scalable solution for IT management.

We recommend OneClick for:

  • IT Teams and Administrators: Companies that need to manage multiple virtual environments, ensuring secure and efficient access to applications and desktops from anywhere, will benefit greatly from OneClick’s functionality.
  • Businesses Seeking Automation: If a company needs to automate tasks such as application deployment, virtual desktop configuration, or access management, OneClick offers tools that simplify these processes and reduce the operational burden.
  • Organizations Needing Robust Integrations: OneClick is ideal for companies that already use enterprise systems such as Active Directory or security solutions, as the platform easily integrates with these tools, allowing for a seamless and seamless experience.
  • Growth-Oriented Businesses: For growing businesses that need a scalable platform, OneClick offers flexible options that can adjust as virtualization needs and team size increase.

At the budget level, OneClick is a viable option for a wide range of budgets, from start-ups to large corporations, thanks to its flexible pricing structure and its ability to adapt to a variety of business needs:

  • Startups and Small Businesses: OneClick offers basic plans that allow small businesses to begin automating key processes with an affordable upfront investment. These plans are designed to provide essential functionality without a significant financial burden, ideal for companies with limited resources but looking to improve their operational efficiency from the start.
  • Mid-Sized Enterprises: For organizations that are beyond the start-up phase and manage a more complex technology infrastructure, OneClick offers intermediate plans that balance cost and functionality. These plans include additional tools for advanced workflow management and integration of multiple systems, which is ideal for companies that need to optimize their operations without incurring disproportionate costs.
  • Large Enterprises or Enterprises with Specific Needs: OneClick also offers customized premium plans, perfect for large corporations or enterprises with specific technical requirements. These plans allow for complete customization of the platform, with priority support, advanced permissions and access management, and on-demand scalability. While these plans represent a more significant investment, they offer exceptional value for organizations that need robust and scalable solutions on a large scale.

In summary, we recommend OneClick to companies that value efficiency, automation, and the ability to scale their virtual environments without compromising security and stability. It is a solution suitable for a wide range of budgets and business needs.

03 Main functionalities

The ten key functionalities of OneClick (in the context of the virtualization platform) are:

1. Create action buttons in Pipedrive:

OneClick allows users to create custom action buttons within Pipedrive, a customer relationship management (CRM) platform. These buttons can be designed to execute specific actions directly from the Pipedrive interface, such as sending automated emails, generating documents, or updating project statuses. This functionality is ideal for streamlining repetitive processes, making it easy for users to execute complex tasks with a single click, saving time and reducing the possibility of manual errors.

2. Select the required data fields by clicking on the button:

With this functionality, users can automatically select and mark relevant data fields in Pipedrive with a single click of an action button. This is particularly useful to ensure that critical information is collected and organized in the correct fields during deal, contact or any other operation within the CRM. Automating this process helps maintain data consistency and accuracy, which is crucial for decision making based on reliable information.

3. Select which users can use the buttons:

OneClick offers granular control over who can use action buttons within Pipedrive. Administrators can assign specific permissions for different users or roles, ensuring that only authorized personnel have access to certain automated functions. This is essential to maintain security and control over critical processes, preventing unauthorized users from making changes or executing actions that could negatively affect workflows.

4. Select where the buttons are displayed (deal, organization, person, stage, pipeline):

This functionality allows users to decide in which contexts or locations within Pipedrive the created action buttons will appear. They can be placed on specific deals, organizations, people profiles, process stages, or entire pipelines. Location flexibility ensures that action buttons are available right where they are needed, improving efficiency and workflow by allowing users to access key functions in the right context.

5. Retrieve messages in the OneClick panel:

OneClick includes a centralized control panel where users can retrieve and manage messages related to actions executed through custom buttons. This could include confirmation notifications, error messages, or any other type of communication generated by the automated actions. Having a place to review and manage these messages helps users monitor the success of actions performed, resolve issues quickly, and ensure that all tasks are executed as expected.

04 Alternatives

OneClick is a unique product that does not have a direct and concrete alternative. Ad-hoc buttons can be developed in Pipedrive in order to activate triggers that launch an automation or content update via Make or Zapier. Being an ad hoc development we advise using onclick as it is already made and prepared for such purpose.

 

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

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