Integrate OnePageCRM with Freedcamp
Send information between OnePageCRM and Freedcamp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Freedcamp for every deal successfully closed in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Freedcamp for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Freedcamp.
Generate a new project in Freedcamp for every deal successfully closed in OnePageCRM
OnePageCRM + Freedcamp
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Supported triggers and actions
Integrate OnePageCRM and Freedcamp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New task
Triggers when a new task 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
Create task
Creates a new task in the selected task list
Create project
Creates a new project
Add comment
Adds a comment for the selected task
What is Freedcamp?
Freedcamp is a project management tool that lets you plan with calendars, set goals with tasks, and track ideas and discussions at one place.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
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Director, Perth Security Services
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