Connect Tiledesk and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact Arrives
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Ready to use Tiledesk and OnePage CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact Arrives
runs when new contact arrives
Do thisActions
Action is the task that follows automatically within your Tiledesk integrations.
Create a Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
Invite a team member
Invite a new team member by email and set their role
Create saved reply
Add a reusable message (title and text) to use in chats.
Create tag
Create a tag to organize conversations
Create support request
Create a new support request with an initial message.
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Frequently Asked Questions
To start, connect both your Tiledesk and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tiledesk triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Tiledesk 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 Tiledesk 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 Tiledesk 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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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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