Connect OnePage CRM and lumeer to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

lumeer

Automatically do this!

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

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

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 lumeer?

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

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

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

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

The data sync between OnePage CRM and lumeer 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 lumeer?

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 lumeer?

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

About lumeer

Lumeer gives you a super easy visual project management so that all the team members are on the same page and the communication is streamlined like never before.

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