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Adding files with OneNode's Chrome Extension

3. Adding Documents NEW!! Add documents with Chrome Extension

Add cloud documents in seconds.  This guide demonstrates just how simple it is to attach files and URLs to Deals, Organizations, or Persons in Pipedrive. If you haven't, Install OneNode's Chrome extension here. 1. Add a cloud document Ima...

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Chrome extension Installation

3. Adding Documents NEW!! Add documents with Chrome Extension

Once you've installed OneNode from Pipedrive's marketplace it takes two seconds to Install OneNode's Chrome Extension. If the direct link isn’t working, follow these steps to install manually: 1. Visit: chromewebstore.google.com 2. Type “OneNode” in the s...

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Adding documents with OneNode

3. Adding Documents

Regardless of where your documents are stored, OneNode provides two convenient ways to add documents: Method 1. Using OneNode's panel at the Deal, organization, or person view. From within the Deal, Organization, or Person view in Pipedrive, you can add do...

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Smart OneNode file status for Google Drive

3. Adding Documents NEW!! Add documents with Chrome Extension

Companies using Google Drive get an even better usual help with OneNode. As you browse through your Drive, OneNode’s Chrome Extension highlights which documents are already linked to your Pipedrive workspace.  Just click on the colored OneNode icons to insta...

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