Integrate Everest Forms with OnePageCRM

Send information between Everest Forms and OnePageCRM automatically, without writing any code, using Zoho Flow.

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Create a new contact in OnePageCRM for each form entry generated by Everest Forms

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in OnePageCRM from the responses collected via Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new contact in OnePageCRM.
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Create a new contact in OnePageCRM for each form entry generated by Everest Forms

Everest Forms + OnePageCRM

Build your own integrations between Everest Forms and OnePageCRM

Connect Everest Forms and OnePageCRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and OnePageCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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