Updates for OnePageCRM: Kick off Zaps When Next Actions Are Set, plus Use Zaps to Find and Create Contacts

Kim Kadiyala
Kim Kadiyala / August 28, 2017

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

  1. Make sure you have a Zapier account and a OnePageCRM account

  2. Try some pre-made OnePageCRM integrations and learn more about how OnePageCRM works with Zapier

  3. Check out our OnePageCRM help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with OnePageCRM and Zapier