OnePageCRM Integrations

CRM (Customer Relationship Management)

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Drip

Drip Emails

Xero

Accounting

Dropbox

File Management & Storage

Facebook Lead Ads

Ads & Conversion

Shopify

eCommerce

ManyChat

Social Media Marketing

Zendesk

Customer Support

ClickFunnels

Marketing Automation

GetResponse

Marketing Automation

Drip

Drip Emails

Xero

Accounting

Dropbox

File Management & Storage

Facebook Lead Ads

Ads & Conversion

Shopify

eCommerce

ManyChat

Social Media Marketing

Drip

Drip Emails

Xero

Accounting

Dropbox

File Management & Storage

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Popular ways to use OnePageCRM workflows

Create OnePageCRM contacts from Gravity Forms submissions
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Gravity Forms + OnePageCRM
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When this happens
Step 1: Form Submission
Then do this
Step 2: Create Contact
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Create OnePageCRM contacts from Gravity Forms submissions
Create OnePageCRM contacts from Gravity Forms submissions
Gravity Forms + OnePageCRM
Import new Contacts+ scanned cards into OnePageCRM contacts
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Contacts+ + OnePageCRM
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When this happens
Step 1: New Business Card Transcribed
Then do this
Step 2: Create Contact
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Import new Contacts+ scanned cards into OnePageCRM contacts
Import new Contacts+ scanned cards into OnePageCRM contacts
Contacts+ + OnePageCRM
Import OnePageCRM contacts into Google Contacts
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OnePageCRM + Google Contacts
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When this happens
Step 1: New Contact
Then do this
Step 2: Create Contact
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Import OnePageCRM contacts into Google Contacts
Import OnePageCRM contacts into Google Contacts
OnePageCRM + Google Contacts
Add OnePageCRM contacts from a Google Sheets spreadsheet
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Google Sheets + OnePageCRM
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When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create Contact
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Add OnePageCRM contacts from a Google Sheets spreadsheet
Add OnePageCRM contacts from a Google Sheets spreadsheet
Google Sheets + OnePageCRM
Import new Google Contacts into OnePageCRM
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Google Contacts + OnePageCRM
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When this happens
Step 1: New or Updated Contact
Then do this
Step 2: Create Contact
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Import new Google Contacts into OnePageCRM
Import new Google Contacts into OnePageCRM
Google Contacts + OnePageCRM
Import Mailchimp subscribers into OnePageCRM contacts
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Mailchimp + OnePageCRM
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When this happens
Step 1: New Subscriber
Then do this
Step 2: Create Contact
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Import Mailchimp subscribers into OnePageCRM contacts
Import Mailchimp subscribers into OnePageCRM contacts
Mailchimp + OnePageCRM
Add new Facebook Lead Ad leads as contacts in OnePageCRM
Premium
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Facebook Lead Ads + OnePageCRM
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Contact
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Add new Facebook Lead Ad leads as contacts in OnePageCRM
Premium
Add new Facebook Lead Ad leads as contacts in OnePageCRM
Facebook Lead Ads + OnePageCRM
Add OnePageCRM contacts to Microsoft Outlook
Try it
OnePageCRM + Microsoft Outlook
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Contact
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Add OnePageCRM contacts to Microsoft Outlook
Add OnePageCRM contacts to Microsoft Outlook
OnePageCRM + Microsoft Outlook

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Won Deal
Triggers when a deal is won.
Trigger
Scheduled
New Next Action
Triggers when a new next action is set.
Trigger
Scheduled
New Pending Deal
Triggers when a new pending deal is created.
Trigger
Scheduled
Create Note
Adds a new Note for previously found contact, using Contact ID from Search Contact action.
Action
Write
Create Contact
Creates a new contact in OnePageCRM.
Action
Write
Find Contact
Find a contact in OnepageCRM.
Action
Search
Find or Create a contact
Find or Create a contact
Action
Search or write

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.

Related categories

CRM (Customer Relationship Management)

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Popular OnePageCRM Integrations