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
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Breeze.
Generate a new project in Breeze for every deal successfully closed in OnePageCRM
OnePageCRM + 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.
Similar apps
What is Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
Similar apps
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Webhook triggers
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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.
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