Integrate OnePageCRM with Breeze

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

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Generate a new project in Breeze for every deal successfully closed in OnePageCRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Breeze for every accomplished deal in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Breeze.
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Generate a new project in Breeze for every deal successfully closed in OnePageCRM

OnePageCRM + Breeze

Build your own integrations between OnePageCRM and Breeze

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Supported triggers and actions

Integrate OnePageCRM and Breeze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

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

Project created

Triggers when a new project is created

Task updated

Triggers when a task is updated

Task created

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 project

Creates a new project

Create task

Creates a new task

Create to-do list

Creates a new to-do list for a task

Create to-do

Creates a new to-do in to-do list

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 Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

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.

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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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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