Manage all your documents directly in Pipedrive. Link Cloud files and URL's to Deals. Search and find everything without storing or duplicating data.

Currently available as open beta

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

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

Is OneNode Right for You?

If you’re a Pipedrive user seeking a unified view of all your sales files and need a simple way to browse, find, and access documents directly within Pipedrive, OneNode is your solution.

With OneNode, you can easily link documents to Organizations, Persons, or Deals, keeping all your resources in one centralized place.

How Does OneNode Work?

OneNode integrates seamlessly with Pipedrive, acting as a guiding layer that enables you to add, browse, and organize documents effortlessly. You can also create folders and filters for your sales documents and assets (including URLs) so that everything is 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 even helps you discover relevant documents shared by your team, making it easier to close 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.

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 resources!

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