Connect UserEcho and OnePage CRM to Build Intelligent Automations

Choose a Trigger

UserEcho

When this happens...

Choose an Action

OnePage CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Topic

New Topic

Triggers when a new topic is created in a UserEcho forum.

New Comment

New Comment

Triggers when a new comment is posted in UserEcho.

Request a new Trigger for UserEcho

Do thisActions

Action is the task that follows automatically within your UserEcho integrations.

Create a Forum

Create a Forum

Create a new forum

Create a Topic

Create a Topic

Create a new topic by forum id

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

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Frequently Asked Questions

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

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

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

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

The data sync between UserEcho 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 UserEcho 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 UserEcho and OnePage CRM?

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

UserEcho

About UserEcho

Integrate with UserEcho to manage customer feedback, support tickets, and community interactions seamlessly.

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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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