QuickClick
interactive features

QuickClick

by Robert - Hanseperformance

interactive features
interactive features

One-click action buttons on any deal, contact or organization — each triggers your own webhook (n8n, Make or any API) without leaving Pipedrive.

Automate my pipeline and data

App screenshot
App screenshot
App screenshot

Description

QuickClick puts your automations one click away — right inside Pipedrive.

QuickClick adds a panel with custom action buttons to the sidebar of every deal, contact and organization. Each button sends the current record straight to a webhook of your choice — no tab-switching, no copy-pasting record IDs, no manual triggers.

What you can do

  • Create as many buttons as you need, each with its own name, colour and webhook URL
  • Trigger any automation platform: n8n, Make, Zapier or your own API
  • Use it on deals, people and organizations alike
  • The record's ID and context are passed automatically with every click

Built for teams

  • Admins set everything up directly in the panel — no developer required
  • Control visibility per button: choose exactly which team members see and use each one, or leave it open to everyone
  • Admins always keep full access

Typical use cases

  • Send a WhatsApp message or email from a deal
  • Generate a quote, invoice or contract
  • Create a task in your project tool
  • Kick off any multi-step workflow

Setup takes seconds: install the app, open any record and start adding buttons. Your buttons and webhook URLs are stored privately per Pipedrive account.

Features

Panels

Panels

Instantly see and interact with QuickClick as you dive into the details of your deals/contacts in Pipedrive.

QuickClick

Locations:deal detailsperson detailsorganization details

Trigger webhooks for the current deal with a single click

Installation instructions

1. Install QuickClick from the Pipedrive Marketplace and confirm the requested permissions.

2. Open any record — a deal, contact or organization. The QuickClick panel appears in the right sidebar of the detail view.

3. Add your first button. Click the gear icon to open the settings, then:

  • Give the button a clear name (e.g. "Send WhatsApp")
  • Paste the webhook URL that should receive the data
  • Pick a colour and save

4. Set who can see it (optional). Use the button's Visibility menu to limit it to specific team members, or leave it open to everyone. Admins always see every button.

5. Use it. Open any deal, contact or organization and press the button — QuickClick instantly sends that record's ID and context to your webhook.

Before you start: you need an endpoint to receive the data — usually a webhook in an automation tool like n8n, Make or Zapier, or your own API. Setting that up on your side takes a few minutes; once the URL is in QuickClick, everything runs with a single click.

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User reviews

User reviews

Overall rating

5,0

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