Updates for OnePageCRM: Kick off Zaps When Next Actions Are Set, plus Use Zaps to Find and Create Contacts
At the core of OnePageCRM is a focus on next actions—that one next move required to move a sale forward. With the latest update to the OnePageCRM-Zapier integration, you can now set a sales workflow in motion by setting a new next action. Plus, you can use Zaps to search for and create contacts in OnePageCRM to help keep your contacts up-to-date or add new contacts from other tools in your sales stack.
What's New with the OnePageCRM + Zapier Integration
New Trigger
- New Next Action: Triggers when a new next action is set
New Search
- Find Contact: Find a contact in OnepageCRM. Optionally, create one if none is found.
New Action
- Create Contact: Creates a new contact in OnePageCRM.
How to Automate OnePageCRM with Zapier
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Make sure you have a Zapier account and a OnePageCRM account
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Try some pre-made OnePageCRM integrations and learn more about how OnePageCRM works with Zapier
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Check out our OnePageCRM help documentation for details on connecting your account and setting up your first Zap
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Or login to build a custom workflow with OnePageCRM and Zapier