eWay-CRM + Onepage
Save new Onepage leads as contacts in eWay-CRM
Boost your efficiency with this workflow when a new lead is spotted in Onepage, it instantly transfers the contact details to eWay-CRM. Ease your lead handling process, assure prompt follow-ups and maintain a clutter-free database. Improve customer relations and never miss a potential business opportunity.
Boost your efficiency with this workflow when a new lead is spotted in Onepage, it instantly transfers the contact details to eWay-CRM. Ease your lead handling process, assure prompt follow-ups and maintain a clutter-free database. Improve customer relations and never miss a potential business opportunity.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Save a Contact
Creates a new contact or edits an existing one.
- Free forever for core features
- 14 day trial for premium features & apps
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Try ItTitle
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Company (Text)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
GUID
Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
Note
GUID
SubjectRequired
Company
Contact Person
Project
Deal
Marketing
DelegatorRequired
SolverRequired
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed
Completed (%)
Priority
Total Work
Actual Work
Type
Note
GUID
Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
GUID
Name
Company (Relation)
Company (Text)
Contact Person (Relation)
Contact Person (Text)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated Close Date
Referral Source
Marketing Campaign
Type
Note
GUID
Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenue
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Type
Note
GUID
GUID
Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
About eWay-CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.
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