Search Results

OneNode is a Pipedrive add-on designed by Zimple.  Zimple is Pipedrive's most Innovative Partner. We develop practical easy-to-use solutions that elevate your every-day use of Pipedrive. What is OneNode? OneNode empowers Pipedrive users to seamlessl...

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 gu...

All companies using any Pipedrive Plan can install OneNode. A Pipedrive Administrator or Sales team manager should be involved in the initial setup of OneNode as you will need to have a clear understanding of the Sales documents and assets that are mostly u...

Please note that the first-time installation must be done by a Pipedrive global admin user. Read more here about Pipedrive's global permissions. 1. Go to: OneNode's installation page 2. Click "Install now" to start the installation. 3. Confirm and accept ...

You will always find OneNode on the upper right corner of your Pipedrive space, next to the quick help and sales assistant. OneNode Panel Once you click on OneNode's icon, the main panel will open.  If you are an Admin, you will also be able to see the Se...

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admin users OneNode Settings can be managed by any Pipedrive admin after installation. OneNode admin users have the ability to configure General visibility settings,...

Think of Fields as the properties or search criteria that sales teams commonly use to locate documents. As covered in the Quick Set up and Creating  Document types sections, you can create Document Types by defining at least one Field. Field types Field typ...

Every organization is unique, and each sales team has its own way of using Pipedrive.  To get started, as an Administrator or Sales Manager configuring OneNode, identify the key documents your team frequently searches for in or outside Pipedrive—whether in ot...

Invite users to One Node This video shows how to invite users to install One Node 1. Open OneNode It's really simple. First, Open OneNode 2. Click on "Settings" Click on Settings to go to the admin panel ...

Adding a document with a link from the deal, organization or person view is as easy as copy-pasting. Watch the video below for a Floor Plan Management use case in real estate, where OneNode enables Pipedrive users to link any document’s web location—whether f...

Adding documents to Pipedrive files may be easy. Adding them to OneNode offers a whole new document management experience. OneNode allows users to quickly locate any document linked to a deal or contact, using a variety of search options such as owner, date,...

Uploading a new file with OneNode is the easiest way to store and access your documents anytime. It's similar to uploading a Pipedrive file, but with significant advantages: Search: When users upload files, they are easily accessible through OneNode...

From the detail view Files can be permanently deleted from OneNode or from both OneNode and Pipedrive. Here's how this can be done from the detail view. 1. Identify the file This person's record includes a PowerPoint and an Excel file....

Quick tour of the In-app Installation From accessing the platform to advancing through the initial setup, this video is all you need to get started. 1. Open One Node Once you've installed OneNode from Pipedrive's MarketPlace, find it with your...

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...

Creating Dynamic Folders  Explore OneNode's Dynamic Folder creation—a powerful tool that ensures you find exactly what you need, when you need it. 1. User Pain points Companies often wonder, which contracts are expiring in the next 3 months?, ...

Once created, Dynamic Folders can be easily deleted Head to the Browse tab Select Manage Folders Click on the Trash Icon in front of the folder that you would like to delete Confirm that you want to go ahead. Deleting Folders from the Browse tool ...

Create Search filters in OneNode This guide will show you how to create search filters in OneNode. Based on your most common search criteria, set filters that you can easily access every time you need to find a document! 1. Open OneNode's main pa...

If you can't find answers to your questions, please reach out to support.

Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales document structures which you can start using right away.  Explore these templates for inspiration, or customize them to fit your team’s specific workflow. To use t...