Documentation
Getting started with PipeLaunch
From install to your first working button in a few minutes. Below you find everything, step by step.
Getting started
PipeLaunch runs as a panel inside Pipedrive. Open a deal or organisation and the panel appears in the sidebar with your buttons. With those buttons you trigger webhooks to external systems or open links with deal fields filled in, without leaving Pipedrive.
1 · Installing
- Click Request beta access and log in to your Pipedrive account.
- Grant the requested permissions. They are needed to show the panel and run actions.
- You are returned to Pipedrive. PipeLaunch now appears as a panel on your deals and organisations.
New installs start automatically on the Free plan: 1 user and up to 5 launch buttons.
2 · Two kinds of buttons
PipeLaunch has two button types, which you combine freely in the panel:
- Launch buttons send a webhook to an external system (Make, Zapier, n8n or your own API) and show the response in the panel.
- Link buttons open a URL with deal fields filled in automatically. No external connection needed.
3 · Launch buttons
On click, a launch button sends an HTTP call to the endpoint you set. You decide what goes along:
- Payload: build it from fields of the deal, organisation and person.
- Headers: add your own HTTP headers (for example an authorisation token) as key/value pairs.
- Confirmation: optionally show a dialog with your own text before the action runs.
- Cooldown: set a wait time between clicks to prevent duplicate triggers.
4 · Link buttons
A link button opens a URL with dynamic placeholders. Put fields between braces and PipeLaunch fills them in on click:
- For example https://portal.com/customer/{organization.name} or {deal.id}.
- Choice and set fields are converted to their readable label, not the internal ID.
- Choose whether the link opens in a new tab or embedded.
5 · Button groups & visibility
With multiple buttons you keep the panel tidy using button groups. On top of that, visibility rules decide who sees which button:
- Limit a button to a specific pipeline or stage.
- Limit to a user or user group.
6 · Messages & messaging API
After clicking a launch button, the response appears as a message in the panel. The panel briefly polls for updates, so you also see an asynchronous answer come in.
External systems can also send messages to the panel themselves through the messaging API, for example when a process in Make finishes later. That API is secured with its own API key per account.
7 · Syncing fields
PipeLaunch syncs the field definitions from your Pipedrive, so choice fields show the right labels and your pipelines and stages match. Did your fields change? Refresh the field list in the settings and the latest definitions are fetched.
8 · Users & seats
On Free, PipeLaunch works with 1 user and up to 5 launch buttons. On Team, users and launch buttons are unlimited; you manage seats in the panel and add or remove colleagues as your team changes.
9 · Billing
- Free is free and has no time limit.
- Team costs €12 per seat per month, or €120 per seat per year (2 months free).
- You choose and change your plan in the panel, under My subscription.
- All prices are excl. 21% VAT; after each payment you automatically receive an invoice.
The full comparison is on the pricing page.
10 · Security & privacy
- Every request from the panel is verified through the Pipedrive iframe JWT (HS256). Routes are shielded by default (deny-by-default).
- Webhook URLs are validated before sending (SSRF protection), so internal addresses stay unreachable.
- Every button action checks ownership: does the user belong to this account and have the right permissions?
- All data is strictly separated per Pipedrive company (multi-tenant); it is never read across companies.
Support
Questions or need help? Email us at info@cybermatic.nl. We are happy to help with your first button or a question about webhooks.