Integrate OnePageCRM with Simplicate

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

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Create a new project in Simplicate for every deal won in your OnePageCRM

Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Simplicate for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Simplicate.
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Create a new project in Simplicate for every deal won in your OnePageCRM

OnePageCRM + Simplicate

Build your own integrations between OnePageCRM and Simplicate

Connect OnePageCRM and Simplicate with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and Simplicate 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

Sale recorded

Triggers when a new sale is recorded

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Employee added

Triggers when a new employee is added

Person added

Triggers when a new person is added

Contact person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization 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

Add person

Adds a new person

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

Record sale

Records a new sale

Create project

Creates a new project

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

What is Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

Project Management

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 >

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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