New App: Manage Customers and Sales As Easily as a To-do List with OnePageCRM

Tired of hopping between different views to get a holistic sense of your deals, key customers, and related activities?

Try OnePageCRM. The CRM app was built with the spirit of a focused to-do list, so you can apply productivity and get-things-done principles to your deals and clients. Complemented with mobile apps for access to your pipeline wherever you go and Chrome extensions to capture ad-hoc leads from a number of sources, your focus can lie on your customers, and not overly-complex admin tools.

How OnePageCRM Works With Zapier

Triggers

• New Contact: Triggers when a new contact is created
• New Pending Deal: Triggers when a new pending deal is created
• New Next Action: Triggers when a new next action is set
• New Won Deal: Triggers when a deal is won

Search

• Find Contact: Find a contact in OnepageCRM Optionally, create one if none are found

Actions

• Create Contact: Creates a new contact in OnePageCRM
• Create Note: Adds a new Note for previously found contact, using a Contact ID (requires the Search Contact action)

Automation Inspiration

Get started with these sample Zaps:

Bring Contacts From Other Lists Into Your CRM

Track Mailing List Subscribers

Ditch One-time Exports of Form Responders

How To Automate OnePageCRM With Zapier

1. Sign up for a OnePageCRM account, and make sure you have a Zapier 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 and build a custom workflow with OnePageCRM and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use OnePageCRM with Zapier.