How to connect AeroLeads + OnePageCRM
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- Auto Add New ProspectAutomatically zaps your newly created prospect.Trigger
- New ProspectTriggers when a new prospect is added.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New Won DealTriggers when a deal is won.Trigger
- New Next ActionTriggers when a new next action is set.Trigger
- New Pending DealTriggers when a new pending deal is created.Trigger
- Create NoteAdds a new Note for previously found contact, using Contact ID from Search Contact action.Action
- Create ContactCreates a new contact in OnePageCRM.Action
Find a contact in OnepageCRM.
Find or Create a contact
- Step 1: Authenticate AeroLeads and OnePageCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.