Integrate OnePageCRM with WorkMarket
Send information between OnePageCRM and WorkMarket automatically, without writing any code, using Zoho Flow.
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Generate a new project in WorkMarket 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 WorkMarket for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project for the selected client in WorkMarket.
Generate a new project in WorkMarket for every deal successfully closed in OnePageCRM
OnePageCRM + WorkMarket
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Supported triggers and actions
Integrate OnePageCRM and WorkMarket using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New action
Triggers when a new action is created
New assignment
Triggers when a new assignment is created
New client
Triggers when a new client is created
New project
Triggers when a new project is created
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
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create assignment
Creates a new assigment
Create project
Creates a new project for the selected client
Create client
Creates a new client
Add note
Adds a note to the selected assignment
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 WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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