New Integration: Manage All of Your Projects, Marketing, and Customer Relationships with 1CRM

Toby Peterson
Toby Peterson / November 28, 2018
1CRM home page

1CRM is a customer relationship management (CRM) platform that helps you manage tasks, marketing, projects, orders, customer service, and more. Create and customize fields, modules, themes, and colors. Review incoming emails and client profiles in the central dashboard. Import leads from your website or affiliates, create newsletters with the drag-and-drop interface, then automate and send personalized emails and follow-ups to prospects. Use templates to manage and track projects, and collaborate with team members using forums or the group calendar. Track inventory, manage billing, and create purchase orders, quotes, and invoices, then schedule and generate sales and activity reports.

Now 1CRM connects with Zapier, making it easier than ever to automate your customer relationship management. Zapier can automatically trigger workflows in other apps whenever accounts, leads, contacts, opportunities, or tasks are created or updated in 1CRM. Or you can automatically create or update accounts, leads, contacts, opportunities, or tasks in 1CRM whenever trigger events happen in the other apps you use most.

To connect 1CRM with 1,300+ other apps, including MailChimp, Dropbox, and Zoho Forms, head to 1CRM's Zapier integration page.

How to Automate 1CRM with Zapier

  1. Sign up for a 1CRM account, and make sure you have a Zapier account.

  2. Try some pre-made 1CRM integrations, and learn more about how 1CRM works with Zapier.

  3. Or log in and build a custom workflow with 1CRM and Zapier.