OneClick Use Cases

We have an experienced team of generating use cases of OneClick. We also want our clients to tell us their OneClick Success Stories. Please rate us in the Pipedrive Marketplace.

Pipedrive – Deal Summary Spreadsheet Creation with OneClick
Data Management

Create Google Drive Folders for each customer with OneClick, directly from a Pipedrive deal.

Customer data Google documents Google Drive make.com
Pipedrive – Google Drive Folder Creation with OneClick
Data Management

Create Google Drive Folders for each customer with OneClick, directly from a Pipedrive deal.

Customer data Google documents Google Drive make.com
Pipedrive – Quickbooks with OneClick
Invoicing & Accounting

Create Quickbooks invoices with the right products and prices with just one click in Pipedrive.

Invoicing Quotes Xero zapier
Pipedrive – SMS with GatewayAPI at OneClick
Contacts & Messaging , Lead Generation

Send an SMS to your customer directly from Pipedrive at OneClick

GatewayAPI make.com messaging SMS
Pipedrive – Typeform Survey with OneClick
Lead Generation , Webform & Surveys

Send Typeform Surveys to request feedback from your customers and get results directly on the Deal view.

Forms Surveys Typeform zapier
Pipedrive – Xero with OneClick
Invoicing & Accounting

Create Xero invoices or even quotes with the right products and prices with just one click in Pipedrive.

Invoicing Quotes Xero zapier
Pipedrive – CreateEvent with OneClick
Webform & Surveys

Send invitations to Product Launches, Open Houses, Conferences, Trade Shows and more to your Pipedrive customers at OneClick. Get registrations directly into an Event Pipeline.

Forms zapier