Adding files with OneNode's Chrome Extension

Take a quick peek! 

This guide demonstrates just how simple it is to attach files and URLs to Deals, Organizations, or Persons in Pipedrive using the power of OneNode's Chrome extension.

1. Add a cloud document

Imagine you are working on a Google Drive document and would like to link it to a Pipedrive deal.

Use

1. Open the Chrome extension and select where you want to specifylink this file to in Pipedrive.
2. Check the box if you are the owner
3. Toggle for deal, organization or person 
4. Type a few letters on the search bar
5. Check the results and select the item that you want to addlink itthis todocument ato.
deal. Type a few letters on the search bar and check the results. Simply select the right deal and Link it.
6. Choose the document type
and complete
7. Complete any required Fields.Fields.
8. Click on "Add document"document" and you're done!

2. Check the deal

Too good to be true? head over to check the deal and refresh your browser

3. View the document

There you go!. The document is now visible in OneNode's panel.

OneNode's Chrome extension is the ultimate addition for managing all your sales documents in Pipedrive.