Features and Benefits
Before OneNode, Pipedrive users needed to setup two-way integrations or implement complex document management systems (DMS). Beyond costly, such solutions would take a lot of time and resources.
Link documents to Pipedrive entities
Imagine an integrated guiding layer within your Pipedrive environment that allows you to link and locate documents and resources from various platforms—such as Google Drive, SharePoint, OneDrive, Asana, QuickBooks, Slack, Xero, Trello, Productboard, Monday, and more—without ever leaving Pipedrive.
With OneNode, you can effortlessly browse, locate, classify, and interact with these documents directly from the views for deals, organizations, and persons in Pipedrive.
Folders and filters
OneNode enables you to create dynamic folders and filters for all your Sales documents and assets (including URL links), allowing you to navigate them easily whenever needed. It's like tagging each document to its relevant Pipedrive entity or assigning it unique coordinates that you can access at any time, all without the need to store or duplicate your data.
Pipedrive files
While adding documents to Pipedrive files is straightforward, finding them later can be difficult, unless you remember the specific deal or entity. With OneNode, you can also add Pipedrive files and retrieve them using various search criteria—such as owner, date, or other attributes—beyond just the file name.
With OneNode you can finally locate documents and references linked to a Sales case or Pipedrive contact. OneNode lets you store the locations of any digital asset and collaborate with others at a new level.
Chrome extension- The ultimate addition!
COMING SOON! Stay tuned for this exciting feature—it's just around the corner!
Imagine you’re collaborating on a Google document and would like to connect that file to a specific deal or project in Pipedrive. With OneNode's Chrome extension, all it takes is a click on the OneNode logo in your browser. A dialog box will pop up, enabling you to search for the deal you need in Pipedrive and link it with a single click.
