Klipfolio

Klipfolio + OnePageCRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Klipfolio and OnePageCRM, with as many as 12 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Klipfolio + OnePageCRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Pending Deal

Triggers when a new pending deal is created.

Update Data Source

Replace data in a data source in Klipfolio.

New Contact

Triggers when a new contact is created.

Add to Data Source

Add data to a data source in Klipfolio.

New Won Deal

Triggers when a deal is won.

Refresh Data Source

Refresh a data source in Klipfolio.

New Next Action

Triggers when a new next action is set.

Create Note

Adds a new Note for previously found contact, using Contact ID from Search Contact action.

Create Contact

Creates a new contact in OnePageCRM.

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Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

Learn More

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.

See OnePageCRM Integrations

Connect Klipfolio + OnePageCRM

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