Integrate OnePageCRM with Simplicate
Send information between OnePageCRM and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Simplicate.
Create a new project in Simplicate for every deal won in your OnePageCRM
OnePageCRM + Simplicate
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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.
Similar apps
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.
Similar apps
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.
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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