Integrate OnePageCRM with Toggl Track

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

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Create a new project in Toggl Track for every deal won in your OnePageCRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Toggl Track 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 the selected workspace in Toggl Track.
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Create a new project in Toggl Track for every deal won in your OnePageCRM

OnePageCRM + Toggl Track

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Supported triggers and actions

Integrate OnePageCRM and Toggl Track using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

Tag created

Triggers when a new tag is created in the selected workspace

Time entry updated

Triggers when a time entry is updated

Time entry created

Triggers when a new time entry is created

Project updated

Triggers when a project is updated in the selected workspace

Client created

Triggers when a new client is created in the selected workspace

Project created

Triggers when a new project is created in the selected workspace

Task created

Triggers when a new task is created in the selected workspace

Task updated

Triggers when a task is updated in the selected workspace

Client updated

Triggers when a client is updated in the selected workspace

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 in the selected project

Create project

Creates a new project in the selected workspace

Create client

Creates a new client in the selected workspace

Fetch time entry

Fetches the details of existing time entry by ID or start and end date

Fetch task

Fetches the details of an existing task by ID

Fetch client

Fetches the details of the existing client by ID or name

Fetch project

Fetches the details of an existing project by ID or name

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 Toggl Track?

Toggl Track is a time tracking application that lets you manage projects across teams and make better business decisions. It provides tools for team planning, profitability analysis, and more.

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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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

Owain ap Rees

Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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