Connect OnePage CRM and consignly to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

consignly

Automatically do this!

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

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

Actions

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

Create Action

Create Action

Create a new action

Update Deal

Update Deal

Update a specific deal

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how OnePage CRM data is recorded in consignly. This includes choosing which data fields go into which fields of consignly, setting up custom formats, and filtering out unwanted information.

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

The data sync between OnePage CRM and consignly 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 OnePage CRM to consignly?

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 OnePage CRM and consignly?

Yes, you can set conditional logic to control the flow of data between OnePage CRM and consignly. 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.

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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consignly

About consignly

The ultimate solution for your 3PL operation.

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