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OnePageCRM + OpenPhone

Create notes in OnePageCRM for new incoming messages received in OpenPhone

Easily keep track of important conversations by creating a note in OnePageCRM when a new incoming message is received in OpenPhone. With this automation, you can efficiently organize your communication and ensure that vital details are saved for future reference, leaving you free to focus on other essential tasks.

Easily keep track of important conversations by creating a note in OnePageCRM when a new incoming message is received in OpenPhone. With this automation, you can efficiently organize your communication and ensure that vital details are saved for future reference, leaving you free to focus on other essential tasks.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Message Received

    Triggers when you receive a message.

    TriggerInstant
  2. automatically do this!
    OnePageCRMOnePageCRM
    Create Note

    Adds a new note to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
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onepage-crm logo

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.
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Related categories

  • CRM (Customer Relationship Management)

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openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

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