Integrate OnePageCRM with DoneDone

Send information between OnePageCRM and DoneDone automatically, without writing any code, using Zoho Flow.

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Generate a new project in DoneDone for every deal successfully closed in OnePageCRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in DoneDone for every deal successfully closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in DoneDone.
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Generate a new project in DoneDone for every deal successfully closed in OnePageCRM

OnePageCRM + DoneDone

Build your own integrations between OnePageCRM and DoneDone

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Supported triggers and actions

Integrate OnePageCRM and DoneDone 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

Task created

Triggers when a new task is created in the selected project

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

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Create task

Creates a task in the selected project

Update task status

Updates the status of the specified task

Update task priority

Updates the priority of the specified task

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 DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

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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Sales Director, Artico

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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CEO, Fabricroot

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

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