Integrations OnePage CRM EyeLevel AI
OnePage CRM + EyeLevel AI

Connect OnePage CRM and EyeLevel AI to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

EyeLevel AI

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

New Bucket

New Bucket

Trigger when new bucket is created.

Request a new Trigger for OnePage CRM

Do thisActions

Action is the task that follows automatically within your OnePage CRM integrations.

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 EyeLevel AI?

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

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

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

How often does the data sync between OnePage CRM and EyeLevel AI?

The data sync between OnePage CRM and EyeLevel AI 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 EyeLevel AI?

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 EyeLevel AI?

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

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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