Link third-party apps to CRM fields

Your CRM is one of many tools you use. Your contacts also live in accounting software, project management apps, or industry-specific platforms.

Not all of these tools need a two-way sync with your CRM.

In OnePageCRM, you can create an External ID custom field that links directly to a contact’s record in another app.

When to use External ID fields

Once the field is set up, every contact with an External ID value becomes a one-click bridge to the other tool.

1. Accounting software

You close a deal in OnePageCRM and need to check the client’s invoice history in your custom-built accounting software.

Instead of switching tabs and searching for the contact there, click the External ID on their CRM profile. It will take you straight to their record in your accounting tool.

2. Project management

If you run a service business, your clients likely have records in a project management tool. Each client might have a dedicated board, project, or workspace.

You don’t always need to clutter your CRM with this data. But it’d be great to navigate quickly from one app to another.

You can do this with the External ID field.

Link the project ID to the contact in OnePageCRM. When you’re on a call and need to check the project status, one click gets you there.

3. Industry-specific platforms

A real estate agent might store property listings in a separate platform. A recruitment agency might keep candidate profiles in a job board. A financial advisor might use a compliance system.

In all these cases, the CRM contact and the external record belong to the same person. An External ID field connects the two, so you don’t waste time searching across tools.