Connect SMTP and OnePage CRM to Build Intelligent Automations

Choose a Trigger

SMTP

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

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

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

Actions

Send Email

Send Email

Send a Message.

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

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how SMTP 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 SMTP and OnePage CRM?

The data sync between SMTP 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 SMTP 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 SMTP and OnePage CRM?

Yes, you can set conditional logic to control the flow of data between SMTP 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.

SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

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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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