Connect OnePage CRM and Elastic Email to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
List Campaigns
Get a Contact
Get All Contacts
Create or Update Template
Get All Templates
Unsubscribe Contacts
Get All Contacts from a List
Get a Contact by Email
Delete Contact by Email
Create Contact
Create Contact List
Ready to use OnePage CRM and Elastic Email automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
Do thisActions
Action is the task that follows automatically within your OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and Elastic Email accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Elastic Email (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in Elastic Email. This includes choosing which data fields go into which fields of Elastic Email, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and Elastic Email typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OnePage CRM and Elastic Email. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn MoreAbout Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn More
