Triggers when new note is Created.
Triggers when new Tasks is Created.
Triggers when New Task is Created in Context.
Triggers when New Task is Created in Specific Folder.
Triggers when new Tasks is Completed.
Triggers when a new starred task is added or when an existing task is starred.
Creates a new contact in OnePageCRM.
Create a call
Create a new deal
Create a new note
Create a new action
Update a specific deal
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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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