Connect OnePage CRM and Parallel to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
Ready to use OnePage CRM and Parallel automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Profile Created
Triggers when new profile is created.
Do thisActions
Action is the task that follows automatically within your OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and Parallel accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Parallel (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in Parallel. This includes choosing which data fields go into which fields of Parallel, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and Parallel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OnePage CRM and Parallel. 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.
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.
Learn MoreAbout Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
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