OnePageCRM and Salesflare
How to connect OnePageCRM
- Via Zapier — 22 operations available. Set it up ↗
- Via Make — 16 modules available. Set it up ↗
What you can automate
- When new Contact in OnePageCRM, find or create contact in Salesflare.
- When new Deal in OnePageCRM, create opportunity in Salesflare.
- When new Note in OnePageCRM, create internal note in Salesflare.
- When updated Contact in OnePageCRM, find or create contact in Salesflare.
- When updated Deal in OnePageCRM, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Deal in OnePageCRM.
About OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
OnePageCRM operations on Zapier
Triggers (9)
Start a workflow when this happens
- Closed Sales Cycle — Triggers when a sales cycle is closed.
- Completed Next Action — Triggers when a next action is completed.
- New Call — Triggers when a new call is created.
- New Contact — Triggers when a contact is created.
- New Deal — Triggers when a deal is created.
Show 4 more triggers
- New Next Action — Triggers when a new next action is added.
- New Note — Triggers when a new note is created.
- Updated Contact — Triggers when a contact is updated.
- Updated Deal — Triggers when a deal is updated.
Actions (10)
Things Salesflare can make it do
- Close Sales Cycle — Closes the sales cycle for a specific contact.
- Create Call — Adds a new call to a contact.
- Create Contact — Creates a new contact in OnePageCRM.
- Create Deal — Creates a new deal.
- Create Next Action — Creates a new Next Action for contact.
Show 5 more actions
- Create Note — Adds a new note to a contact.
- Find or Create a Contact — Find an existing contact in OnePageCRM or create a new one.
- Find or Create a Deal — Find an existing deal in OnePageCRM or create a new one.
- Update Contact — Updates a contact in OnePageCRM.
- Update Deal — Updates an existing deal in OnePageCRM.
Searches (3)
Look up existing records
- Find Contact — Find a contact in OnepageCRM.
- Find Deal — Find a deal in OnepageCRM.
- Find User — Find an user in OnepageCRM.
OnePageCRM operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Action Events — Triggers when an action is created or completed.
- Watch Contact Events — Triggers when a contact is created or updated.
- Watch New Deal — Triggers when a new deal is created.
- Watch New Note — Triggers when a new note is created.
Actions (10)
Things Salesflare can make it do
- Create a Contact — Creates a new contact.
- Create a Next Action for a Contact — Creates a next action for the selected contact.
- Create a Note — Creates a new note.
- Delete a Contact — Deletes the selected contact.
- Delete a Note — Deletes the selected notes.
Show 5 more actions
- Get a Contact — Returns the selected contact.
- Get a Note — Returns the selected note.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Contact — Updates the selected contact.
- Update a Note — Updates the selected note.
Searches (2)
Look up existing records
- Search Contacts — Searches for contacts.
- Search Notes — Searches for notes.
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