Zapier is an online platform that acts as a middleman between two cloud apps and makes sending data between them easy. Its directory covers thousands of applications.
The Zapier CRM integration connects OnePageCRM to all of them. Pick a trigger, pick an action, and the two apps start working together.
Because it opens the door to thousands of apps. Zapier acts as a middleman between two cloud apps, so once you set up the integration, your chosen data moves between your accounts on its own, no coding involved.
Through Zaps. A Zap has two elements, a Trigger and an Action. A Trigger is an event in OnePageCRM that causes an Action in another app, or the other way around. Decide what you want to happen, map the fields, and you're ready to go.
A new contact in OnePageCRM can become a subscriber in your email marketing tool. A new Pending Deal can notify a teammate in Slack. A new Won Deal can send the details to QuickBooks for invoicing. And a new Next Action can create a task in Trello.
A contact added in Google Contacts or ActiveCampaign can be created in OnePageCRM automatically. Zapier can also check whether a lead from your web forms already exists in the CRM, create them if not, and add a note to their timeline.
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