Access and organize all your Pipedrive files. Use Dynamic Folders and Filters to find any document linked, uploaded, or already in Pipedrive.

OneNode is a Pipedrive add-on designed to seamlessly manage your sales documents—no matter where they’re stored:

• Pipedrive files
• Cloud storage (e.g., SharePoint, Google Drive)
• Other SaaS platforms (invoicing, quoting, contract, project management)

Who benefits from OneNode?

Pipedrive users seeking a unified view of all their sales. Those who value a simple way to browse, find, and access documents directly in Pipedrive. Users who want to easily link pipedrive and cloud files to Organizations, Persons, or Deals, keeping all their resources in one centralized place.

How Does OneNode Work?

OneNode integrates with Pipedrive, enabling you to add, browse, and organize files effortlessly. You can also create folders and filters for your sales documents and assets (including URLs) and everything will be easily searchable for you and your team.

OneNode doesn’t store or duplicate your files; it saves their “unique coordinates” (metadata) and retrieves them when you need them. It helps you discover relevant documents shared by your team, letting you close more deals.

Why Choose OneNode?

Unlike other add-ons, OneNode integrates fully into your Pipedrive environment without requiring complex setups or data syncing. It simplifies collaboration, keeps you organized, and eliminates the need for complex Document Management Systems.

The initial installation should be performed by a Pipedrive Global Admin to configure the document types and visibility for the organization.

1. Install the OneNode application from this Marketplace page.
2. Move to Pipedrive and complete the in-app onboarding
3. Start to manage your documents and other SaaS and Cloud resources!

More detailed instructions and examples can be found at the OneNode help site