Integrate OnePageCRM with Robly
Send information between OnePageCRM and Robly automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Robly each time a new contact is created in OnePageCRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Robly each time a new contact is created in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow adds a new contact in Robly.
Generate a new contact in Robly each time a new contact is created in OnePageCRM
OnePageCRM + Robly
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Supported triggers and actions
Integrate OnePageCRM and Robly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
Contact unsubscribed
Triggers when a contact has unsubscribed
Contact added
Triggers when a new contact is added
List created
Triggers when a new list 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 list
Creates a new list
Create contact
Adds a new contact
Add contact to sub list
Adds a new or existing contact to a sub list
Update full contact details
Updates the details of a contact including sub lists.
Find contact
Searches for a contact by email address
Remove contact from list
Removes a contact from the selected list
Unsubscribe contact
Unsubscribes a contact
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.
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What is Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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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.
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
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
