Connect OnePage CRM and Userflow to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

Userflow

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Created

User Created

Triggers when a user is created in Userflow.

Group Created

Group Created

Triggers when a group is created in Userflow.

Group Updated

Group Updated

Triggers when a group is updated in Userflow.

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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 Userflow?

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

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

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

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

The data sync between OnePage CRM and Userflow 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 Userflow?

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 Userflow?

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

About Userflow

UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.

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