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

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

Triggers when a new contact is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Task updated

Triggers when a task is updated

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create task

Creates a new task

Create to-do

Creates a new to-do in to-do list

Create to-do list

Creates a new to-do list for a task

Create project

Creates a new project

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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