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 800+ 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 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

Invoice created

Triggers when a new invoice is created

Employee added

Triggers when a new employee is added

Sale recorded

Triggers when a new sale is recorded

Project created

Triggers when a new project is created

Contact person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Person added

Triggers when a new person is added

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

Record sale

Records a new sale

Create project

Creates a new project

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

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

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