Explore Functionalities through OnePageCRM Integrations blog

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OnePageCRM Some of the Trigger and Action of OnePageCRM Categories of OnePageCRM Integrations

What is OnePageCRM?

OnePageCRM is highly customize and simple to use customer relationship management (CRM) platform build for small to medium business use. This CRM designed in a unique way which makes it easier to follow-up. It's a cloud-based CRM which use for sales teams manage leads, manage client details, contacts, and sales workflows. OnePageCRM is available in both mobile and software based app.

By providing mobile app make it more apt for remote work, which let user to manage tasks, contact, and deals on go.

Benefits of using OnePageCRM

Lets discuss some of the features of OnePageCRM which makes it user-friendly.

360-degree client view

You can keep client detailed organized in one place, with OnePageCRM 360-degree client view.

Which let user to maintain separate contact page for a each and every client. which let user to maintains meeting notes, emails, calls, client contact and all client detail at one place.

Service and products catalog

A catalog is a set of service and products within your CRM. Catalog maintain all the important information about each offering that your service provided by business like price, cost, and product description.

With standard catalog, you can manage order, invoice, streamline sales, and reduce costs of operation.

OnePageCRM Features

Email

Sync client email with OnePageCRM, This will recognize and store the emails from your clients. Also user can use their email without changing their email address. This lessen the chance of your email ended up in Spam folder. Also user can send bulk email with personal touch and also track seen status of the email.

Lead Clipper

Lead Clipper help user to easily add leads to your CRM from any web page. Also add your next step to the newly added contact straight from the extension.

Notification for every task assigned which helps user to remember all tasks.

Automation

OnePageCRM offers automation, which helps user to automate task which is manually anymore. This let you to focus more important task.

Reminders

OnePageCRM makes easier to keep track of leads and customer follow-up. No need to add to-do lists separately, OnePageCRM remind you about the follow-ups in due.

Web Forms

Web form help you to easily collect details and convert it into actionable steps.

Quotes

Quote help you to convert inquiry to quotation, without copy and pasting. Can quickly create proposal using saved items. Also automatically add your quote to email template.

Report

With OnePageCRM's you can create charts for specific member to see or team if anything which needs to focus or project status and development.

Mobile CRM

Mobile CRM app let you run your business remotely and optimize field sales with their AI route planner. Also allows you to access important features like action stream, contact view, and sales pipeline.

It makes it easy access data to use and syncs with web version. User can also scan Business Card Scanner to capture leads faster.

Why to using Third-Party for OnePageCRM integration?

With Third-Party integration you can use OnePageCRM with full potential. Third-Party integration platform allows you to integration OnePageCRM other apps like HubSpot, etc.

This not only reduce the time of you juggle between apps. But also Third-Party platform easy to maintain, they let take care of upgrades and cut down error.

Some of the trigger, action, and lookups of integration

This trigger, action, and lookups of OnePageCRM, which gives a overview of what are thing can be integrated.

Triggers

Triggers are predefined events that initiate actions in connected applications, helping businesses streamline sales and customer management processes. The following are the primary triggers in OnePageCRM and how they can be used for automation:

New Contact

Trigger activates whenever a new contact is added to OnePageCRM. This is useful for businesses that need to sync contacts with other CRMs, email marketing platforms, or customer support tools. For example, when a new contact is created, it can automatically be added to a Mailchimp email list, allowing businesses to nurture leads effectively.

New Deal

Trigger fires when a new deal is recorded in OnePageCRM, ensuring that sales opportunities are tracked and deal data can be pushed to other platforms like accounting software or analytics dashboards. A common use case for this is sending an automated notification to a Slack channel whenever a new deal is made, keeping the sales team updated in real-time.

New Call

Trigger comes into play when a sales representative logs a call in OnePageCRM. This is particularly useful for tracking customer interactions and automatically updating CRM records or team dashboards. For instance, all new calls can be logged in a spreadsheet for future reference, or they can be synced with a customer service platform like Zendesk to provide support teams with valuable insights.

New Note

Trigger activates whenever a note is added to a contact or deal, helping teams keep track of interactions, follow-ups, and important details. A company might use this trigger to automatically compile notes into a shared Google Doc, ensuring that all customer information is easily accessible.

Updated Contact

Trigger occurs whenever an existing contact’s details are modified in OnePageCRM. This ensures real-time data consistency across multiple platforms. For example, when a contact's information is updated in OnePageCRM, the same changes can be reflected in HubSpot or Interakt, preventing discrepancies and maintaining an up-to-date customer database.

Updated Deal

Trigger fires whenever changes are made to an existing deal, such as status updates or value adjustments. This is especially useful for keeping sales and finance teams aligned. A business could use this trigger to automate the generation of invoices in QuickBooks whenever a deal moves to "Closed Won," reducing the need for manual invoicing.

Actions

Actions help users create, update, and manage contacts, deals, and tasks efficiently, ensuring that no important follow-up is missed. By using these actions, businesses can maintain accurate records, improve collaboration, and customer engagement.

Create Contact

Action allows users to add new contacts effortlessly in OnePageCRM. This is especially handy when linking with lead generation tools, web forms, or other CRMs, as it ensures that new prospects are automatically entered into the system. For example, when a new lead is captured through a website form, it can be instantly added to OnePageCRM without manual data entry.

Update Contact

Enables users to modify existing contact details, ensuring that customer information is always up to date. This procedure is essential for keeping data accurate when a client's email, phone number, or other personal details change. Businesses can automate this action by syncing OnePageCRM with other platforms like HubSpot or Interakt, ensuring that any updates in one system reflect in the other.

Create Deal

Users can log new deals effortlessly, making it easy to track sales opportunities. This guarantees that every new possible transaction is accurately entered into OnePageCRM, so enabling sales teams to follow up and develop leads with efficiency. For instance, when a lead expresses interest in a product or service, an automated workflow can create a new deal entry, assigning it to the right sales representative.

Update Deal

Action helps businesses modify existing deal details, such as changing the status, updating deal value, or adding notes. This is particularly useful for tracking deal progress and ensuring the sales pipeline is always current. For example, when a deal moves from "Negotiation" to "Closed Won," this action can trigger automatic updates across various systems, including invoicing or contract management software.

Update Company

Allows users to efficiently manage company records within OnePageCRM. This is helpful for businesses that deal with multiple contacts from the same company, ensuring that any organizational updates, such as a company name change or address update, are applied consistently across all associated records.

Create Action

Feature enables users to set up tasks and follow-ups to track and manage sales activities. OnePageCRM follows an action-based approach to CRM, meaning that every contact or deal should have a next step. This action helps sales teams stay proactive by scheduling reminders for follow-ups, meetings, or emails, ensuring that no opportunities slip through the cracks.

Create Call

Allows users to schedule calls directly within OnePageCRM. This improves communication by ensuring that follow-up calls with leads, clients, or team members are planned in advance. Businesses can automate this by syncing their CRM with calendar applications, ensuring that all scheduled calls are reflected in their daily agendas.

Create Note

Enables users to add important notes to contacts or deals for better record-keeping. This helps sales teams document conversations, client preferences, or any key details that might be relevant for future interactions. For example, after a sales call, a representative can use this action to log key discussion points, making it easier for the team to stay informed about client needs.

Lookup

OnePageCRM includes powerful lookup actions that allow users to quickly find and retrieve specific records, improving workflow efficiency.

Find Contact lookup

Allows users to locate a specific contact within OnePageCRM. This feature is essential for businesses that manage large customer databases and need quick access to individual contact details. When combining OnePageCRM with another platform, say an email marketing service, for example, this lookup can be used to see whether a contact already exists before adding a new entry, therefore preventing duplicate records.

Find Deal lookup

Helps users search for a particular deal based on specific criteria, such as deal name, stage, or assigned salesperson. Automating processes like updating transaction statuses or collecting deal data for reporting makes this very helpful. Before generating a new invoice in an accounting system, for instance, this lookup can be used to verify whether the transaction has progressed to the "Closed Won" level, therefore guaranteeing that only completed deals are handled for billing.

Categories of OnePageCRM Integrations

CRM

Capture new leads automatically from Google Forms submissions and organize them in OnePageCRM for efficient follow-ups. Simplify your CRM operations with seamless automation.

Helpdesk

Integrate OnePageCRM with helpdesk systems to sync customer feedback and enhance support workflows, ensuring timely responses and improved customer satisfaction.

Sales

Stay on top of new opportunities by integrating OnePageCRM with payment platforms like Stripe and Chargebee. Keep your deal pipeline updated without manual input.

Marketing

Use OnePageCRM to personalize campaigns by collecting user preferences from your marketing stack. Boost customer engagement with targeted initiatives.