Access and organize all your Pipedrive and Cloud files. Dynamic Folders and Filters let you find any linked, uploaded, cloud, or Pipedrive document.

In Manage contracts, Manage my accounts, Support my customers, Other use cases

Description

OneNode is a powerful Pipedrive add-on that helps you manage all your sales documents, wherever they’re stored. From native Pipedrive files to cloud files in Google Drive, SharePoint, and third-party tools for quoting, invoicing, or project management, OneNode brings it all into one place.

Who is it for?

Pipedrive users who want a** clear, organized view** of every file tied to a deal, contact, or organization, without switching tabs or losing track of where things are.

How does it work?

OneNode works inside Pipedrive like a native feature. It lets your team add, organize, and access files and URLs directly in Pipedrive. Documents stay in their original locations, OneNode simply stores their “file coordinates” (metadata), acting as a smart compass that points to the right asset when needed. With dynamic folders, powerful filters, and fast search, users can instantly locate any sales-related document, exactly when they need it.

Why OneNode?

Unlike complex document systems, OneNode requires no heavy setup or syncs. It’s built to work the way your sales team already works: faster, simpler, and fully integrated into Pipedrive.

OneNode API -automatically track documents in Pipedrive when generated through i.e. ERP's

OneNode Chrome Extension link cloud files at a click

Features

Panels

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

OneNode

Locations:deal detailsperson detailsorganization details

Easily add documents (files or URL's) to your Pipedrive deals, organizations and person. Locate related documents based on their Pipedrive relations

Quick access

Easily access OneNode and their customized floating window anywhere in Pipedrive via the top bar.

OneNode hub

Locations:Top bar

Browse and search documents regardless of your current Pipedrive location. Manage OneNode settings and features

Installation instructions

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

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

OneNode Chrome Extension install and link Cloud files to Deals, Organizations and Persons in seconds.
The OneNode API is also ideal for companies that want to automate document tracking in Pipedrive when quotes, invoices, or other documents are generated through their ERP or internal systems.
OneNode help site