IntegrationsOnePage CRMISO Manager
OnePage CRM + ISO Manager

Connect OnePage CRM and ISO Manager to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

ISO Manager

Automatically do this!

Enable Integrations or automations with these events of OnePage CRM and ISO Manager

Enable Integrations or automations with these events of OnePage CRM and ISO Manager

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 ISO Manager?

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

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

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

How often does the data sync between OnePage CRM and ISO Manager?

The data sync between OnePage CRM and ISO Manager 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 ISO Manager?

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 ISO Manager?

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

About ISO Manager

ISO Manager is an all-in-one digital command center designed specifically to manage ISO 27001 / Information Security Management.

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