Connect Engage and OnePage CRM to Build Intelligent Automations

Choose a Trigger

Engage

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

Enable Integrations or automations with these events of Engage and OnePage CRM

Enable Integrations or automations with these events of Engage and OnePage CRM

Actions

Create New Customer

Create New Customer

Create a new customer.

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List All Customers

List All Customers

List all customers and their details.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

Create Deal

Create Deal

Create a new deal

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Frequently Asked Questions

How do I start an integration between Engage and OnePage CRM?

To start, connect both your Engage and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in OnePage CRM (or vice versa).

Can we customize how data from Engage is recorded in OnePage CRM?

Absolutely. You can customize how Engage 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.

How often does the data sync between Engage and OnePage CRM?

The data sync between Engage and OnePage CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Engage to OnePage CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Engage and OnePage CRM?

Yes, you can set conditional logic to control the flow of data between Engage 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.

Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

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OnePage CRM

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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