Connect PollPe and OnePage CRM to Build Intelligent Automations
Ready to use PollPe and OnePage CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Is Submitted
Runs when form is submitted.
Do thisActions
Action is the task that follows automatically within your PollPe integrations.
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 PollPe and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PollPe triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how PollPe 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.
The data sync between PollPe and OnePage CRM 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 PollPe 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.
About PollPe
PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.
Learn MoreAbout 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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