Having your contacts trapped in your sales teams individual phones or email accounts makes your business inefficient. Get them all in the one place and your team on top of their game when you link up Showcase IDX to OnePageCRM. This integration will create contacts in OnePageCRM from new leads in Showcase IDX.
How this Showcase IDX - OnePageCRM integration works:
- A new lead is created on your website via Showcase IDX
- Zapier creates a contact in OnePageCRM
- Showcase IDX
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Triggers when a new pending deal is created.
Adds a new Note for previously found contact, using Contact ID from Search Contact action.
Triggers when a new contact is created.
Creates a new contact in OnePageCRM.
Triggers when a deal is won.
Triggers when a new next action is set.
Triggers when a message is sent by a lead.