More often than not, the first time customers and potential prospects get in touch to enquire about our service is via email. Leads get in touch with our support team, who create a contact in OnePageCRM and assign it to sales for nurturing. So this got us thinking, wouldn’t it be great if a new prospect could be automatically added to OnePageCRM, every time they got in touch, complete with a Next Action for sales to follow-up? Well, now you can!
Zapier.com is a great app that allows you to integrate OnePageCRM with over 500 other apps like Zendesk, QuickBooks and Trello. They have a free plan in their pricing, so you can use it without any additional costs. Simply sign up to test all the integrations.
So back to our idea of having new prospects created in OnePageCRM when they reach out to you by email. Once you have setup your Zapier account, creating your first ‘zap’ is very simple.
Once your Gmail account has been configured, you can setup the trigger to take action in OnePageCRM.
Now it’s time to tell Zapier how to match content from your emails with fields in OnePageCRM. Map the following fields:
Once you have mapped your fields, Zapier will ask you to test the integration to make sure everything is working correctly. All you have to do then is name your Zap and make it live! Now once you star a message in Gmail, Zapier will create a new contact in OnePageCRM based on that email content. It’s as easy as that!
Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a 21-day free evaluation and see how our Next Action Sales method can help you get sales done!