OnePageCRM + RevBoss

OnePageCRM + RevBoss integrations

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.

When this happens...
Prospect EventTriggers when a Prospect completes a specified event.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in OnePageCRM.
ActionWrite

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More things you can do with RevBoss and OnePageCRM

Discover other triggers and actions you can use with RevBoss and OnePageCRM

- Event_type
  Required
- Flow
Trigger
Instant
Try It
- Email
  Required
- Suppression_type
  Required
- Title
Action
Write
Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
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
Polling
Try It
- Contact ID
  Required
- Comment
Action
Write

- Contact ID
  Required
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
  Required
- Name
  Required
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact ID
  Required
- Name
  Required
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write

- Email
  Required
- Segment
  Required
- 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
- Contact ID
Trigger
Polling
Try It
- 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
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It
- Contact ID
  Required
- Text
  Required
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write
- Contact ID
  Required
- Text
  Required
Action
Write
- Deal ID
  Required
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
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.

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About RevBoss

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

HelpHelp

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