Connect OnePage CRM and dinamize to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

dinamize

Automatically do this!

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

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

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 dinamize?

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

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

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

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

The data sync between OnePage CRM and dinamize 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 dinamize?

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 dinamize?

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

About dinamize

Dinamize has email and inbound marketing solutions, where you can manage your contacts and perform various actions using different features.

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