OnePageCRM + Wicked Reports Integrations
How to connect OnePageCRM + Wicked Reports
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New ContactTriggers when a new contact is created.Trigger- New Won DealTriggers when a deal is won.Trigger
- New Next ActionTriggers when a new next action is set.Trigger
- New Pending DealTriggers when a new pending deal is created.Trigger
- Create NoteAdds a new Note for previously found contact, using Contact ID from Search Contact action.Action
- Create ContactCreates a new contact in OnePageCRM.Action
- Find ContactFind a contact in OnepageCRM.Action
- Find or Create a contactFind or Create a contactAction
- Wicked Reports
Insert a new captured click.
Scheduled
Action
- Wicked Reports
Create a new contact.
Scheduled
Action
- Wicked Reports
Insert a new order.
Scheduled
Action
How OnePageCRM + Wicked Reports Integrations Work
- Step 1: Authenticate OnePageCRM and Wicked Reports.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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