Integrationsexa.aiOnePage CRM
exa.ai + OnePage CRM

Connect exa.ai and OnePage CRM to Build Intelligent Automations

Choose a Trigger

exa.ai

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

Enable Integrations or automations with these events of exa.ai and OnePage CRM

Enable Integrations or automations with these events of exa.ai and OnePage CRM

Actions

Find similar links

Find similar links

Find similar links to the link provided and optionally return the contents of the pages.

Generate an answer from search results

Generate an answer from search results

Get an LLM answer to a question informed by Exa search results. Fully compatible with OpenAI's chat completions.

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

Create Note

Create Note

Create a new note

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Frequently Asked Questions

How do I start an integration between exa.ai and OnePage CRM?

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

Can we customize how data from exa.ai is recorded in OnePage CRM?

Absolutely. You can customize how exa.ai 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 exa.ai and OnePage CRM?

The data sync between exa.ai 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 exa.ai 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 exa.ai and OnePage CRM?

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

exa.ai

About exa.ai

Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.

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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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