Connect OnePage CRM and Gtwy to Build Intelligent Automations

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OnePage CRM

When this happens...

Choose an Action

Gtwy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Error Alert

Error Alert

Send an alert when an error occurs for one or more selected bridges.

Missing Variable Alert

Missing Variable Alert

Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.

retry alert is created

retry alert is created

runs when retry alert 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 Gtwy?

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

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

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

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

The data sync between OnePage CRM and Gtwy 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 Gtwy?

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 Gtwy?

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

About Gtwy

AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.

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