Connect Plecto and OnePage CRM to Build Intelligent Automations

Choose a Trigger

Plecto

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

Enable Integrations or automations with these events of Plecto and OnePage CRM

Enable Integrations or automations with these events of Plecto and OnePage CRM

Actions

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

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

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Frequently Asked Questions

How do I start an integration between Plecto and OnePage CRM?

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

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

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

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

The data sync between Plecto and OnePage CRM 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 Plecto to OnePage CRM?

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 Plecto and OnePage CRM?

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

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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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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