App extensions overview


What are app extensions?


App extensions allow your app’s users to interact with and see the custom functionality of your app directly inside Pipedrive. The extensions can help users to keep an eye on all of their everyday processes, share context about Deals and Contacts, and above all, interact with different data provided by apps without switching between different tools.

Apps with app extensions bring extra value to their users as your app’s functionality is available directly inside Pipedrive’s UI, which helps to increase its visibility. App extensions increase the app's brand awareness as the app icon will be displayed inside Pipedrive after installation. Also, your app will have more visibility in the Pipedrive Marketplace as it will be listed under Collections > App extensions in addition to the default categories and the chosen app categories’ sections.



Types of app extensions


We offer three types of app extensions: app actions, app panels and manifest-based app extensions.

App actions allow users to send or interact with data from or to your app. We have two types of app actions:

  • Basic app actions let users view and transfer data from Pipedrive to your app with a click.
  • Embedded app actions extend the capabilities of the Basic actions by providing a modal view and enabling users to complete full actions inside Pipedrive, with the data being consistent between both platforms.
Embedded action can be triggered from the three-dot actions menu. Basic app action shown with an arrow. Embedded action can be triggered from the three-dot actions menu. Basic app action shown with an arrow.

Embedded action can be triggered from the three-dot actions menu. Basic app action shown with an arrow.

The modal of the embedded action is displayed after the action is clicked The modal of the embedded action is displayed after the action is clicked

The modal of the embedded action is displayed after the action is clicked

App panels provide a visual representation of existing data from your app inside the Pipedrive web app. Having your app's data inside the panel with multiple customization methods will make using Pipedrive more contextual, as all information is centralized and easily accessible across different tools.

App panel gives an overview of multiple data fields App panel gives an overview of multiple data fields

App panel gives an overview of multiple data fields

Embedded action is triggered from the app panel Embedded action is triggered from the app panel

Embedded action is triggered from the app panel

Manifest-based app extensions allow an app to create an even tighter data flow with Pipedrive users. These apps can embed themselves into a designated area inside the Pipedrive product and offer alternative sources to complete an action such as invoicing and video calling.

We offer two types of manifest-based extensions: an entry point to Pipedrive’s Invoices view and the second to Activities modal. These entry points allow users to fill in data and create invoices right inside Pipedrive to the Invoicing app extension or generate and start a video call when setting up an Activity (Video calling app extension).

Invoicing app extension Invoicing app extension

Invoicing app extension

Video calling app extension Video calling app extension

Video calling app extension



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