Connect NeetoDesk and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for NeetoDesk
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
Enable Integrations or automations with these events of NeetoDesk and OnePage CRM
Enable Integrations or automations with these events of NeetoDesk and OnePage CRM
Actions
Get the Details of a Ticket
Get the Details of a Ticket
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
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Frequently Asked Questions
To start, connect both your NeetoDesk and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in NeetoDesk triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how NeetoDesk 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 NeetoDesk 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 NeetoDesk 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 NeetoDesk
NeetoDesk is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools for managing customer inquiries, tracking support tickets, and providing efficient resolutions. With NeetoDesk, businesses can improve their customer service operations, ensuring timely and effective communication with clients.
Learn MoreAbout 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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