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OnePageCRM + RevBoss

Create new OnePageCRM contacts from RevBoss prospect events

Turn your prospects into actionable contacts efficiently with this seamless workflow! When a noteworthy event occurs with a prospect in RevBoss, a new contact is instantly created in OnePageCRM. This automation not only saves you precious time but also ensures no potential lead slips through the cracks. Bridge the gap between your sales lead management and customer relationship management with no manual work needed.

Turn your prospects into actionable contacts efficiently with this seamless workflow! When a noteworthy event occurs with a prospect in RevBoss, a new contact is instantly created in OnePageCRM. This automation not only saves you precious time but also ensures no potential lead slips through the cracks. Bridge the gap between your sales lead management and customer relationship management with no manual work needed.

  1. When this happens...
    RevBossRevBoss
    Prospect Event

    Triggers when a Prospect completes a specified event.

    TriggerInstant
  2. automatically do this!
    OnePageCRMOnePageCRM
    Create Contact

    Creates a new contact in OnePageCRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Event TypeRequired

    • Flow

    Trigger
    Instant
    Try It
    • EmailRequired

    • Suppression TypeRequired

    • Title

    Action
    Write
  • OnePageCRM triggers, actions, and search

    Completed Next Action

    Triggers when a next action is completed.

    Trigger
    Instant
    Try It
    • EmailRequired

    • SegmentRequired

    • Company Domain

    • First Name

    • Last Name

    • Middle Name

    • Nickname

    • Linkedin Url

    • Job Title

    • Phone Number

    • City

    • State

    • Country

    • Company Name

    • Company Linkedin Url

    • Company Size

    • Company Industry

    • Company Location

    • Company Linkedin Id

    • Company Phone Number

    • Company City

    • Company State

    • Company Country

    • Company Keywords

    • Company Annual Revenue

    • Company Seo Description

    • Company Number Of Retail Locations

    • Company Technologies

    Action
    Write
    • Filter by Type

    Trigger
    Instant
    Try It
    • Search Phrase

    • Custom Filter ID

    • Filter by Contact Status

    • Filter by Tag

    • Filter by Lead Source

    • Filter by Deal Status

    • Starred

    • Include My Team Contacts

    Trigger
    Scheduled
    Try It
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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revboss logo

About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

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