Pipedrive - Google Drive Folder with OneClick

Eliminate the need for manual data entry and reduce the risk of errors.  Create a Google Drive Folder for each customer directly from the Deal view with OneClick. 

Find out how:

Simplify and standardise your customer data management process by automatically creating a unique Google Drive folder for each new customer.  

With OneClick, let users trigger this action directly from the deal view in Pipedrive. 

Update the Pipedrive deal with a Note containing the link to the newly created folder, or confirming it already existed.

  1. Install OneClick in Pipedrive. It’s easy and free.
  2. Once done, the app will appear in Pipedrive’s left sidebar for deals, orgs, and persons.
  3. Build a zapier.com Zap or a make.com Scenario to create the invoice at OneClick
We’ll use Make in this example:

How to build a scenario?