Connect EKM and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Do thisActions
Action is the task that follows automatically within your EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
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Frequently Asked Questions
To start, connect both your EKM and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how EKM data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and OnePage CRM 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 EKM and OnePage CRM. 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.
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