Connect OnePage CRM and snapADDY to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

snapADDY

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

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 snapADDY?

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

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

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

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

The data sync between OnePage CRM and snapADDY 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 snapADDY?

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 snapADDY?

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

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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