Integrate OnePageCRM with Mavenlink
Send information between OnePageCRM and Mavenlink automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Mavenlink for every accomplished deal in OnePageCRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Mavenlink for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Mavenlink.
Create a project within Mavenlink for every accomplished deal in OnePageCRM
OnePageCRM + Mavenlink
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Supported triggers and actions
Integrate OnePageCRM and Mavenlink 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
New Story
Triggered when a new story - task, deliverable or milestone is created
New Post
Triggers when a new post is created
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 Story
Creates a task, deliverable, or milestone in the selected project
Create Post
Creates a new post in the selected project
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.
Similar apps
What is Mavenlink?
Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.
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.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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