Connect OnePage CRM and Shapr to Build Intelligent Automations
Enable Integrations or automations with these events of OnePage CRM and Shapr
Enable Integrations or automations with these events of OnePage CRM and Shapr
Actions
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 Shapr accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Shapr (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in Shapr. This includes choosing which data fields go into which fields of Shapr, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and Shapr 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 Shapr. 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.
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About Shapr
Shapr is a cutting-edge 3D modeling software designed for professionals and hobbyists alike. It offers intuitive and powerful tools for creating detailed 3D designs, making it ideal for engineers, architects, and designers. With its user-friendly interface and robust features, Shapr enables users to bring their creative visions to life with precision and ease.
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