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Create business workflows for OnePageCRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular OnePageCRM workflows

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Create Basecamp 2 projects for new deals in OnePageCRM

This flow is ideal if you work on projects for clients. Every time a deal is recorded in OnePageCRM, a new project is automatically created in Basecamp 2.

How it works
1. A new deal is created in OnePageCRM.
2. Zoho Flow automatically creates a Basecamp 2 project based on the deal information.
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Create Basecamp 2 projects for new deals in OnePageCRM

OnePageCRM + Basecamp 2

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Create order in Omnisend for new deal in OnePageCRM

Use this flow to kickstart processing the order as soon as the deal is made. For every deal created in OnePageCRM, a new order is automatically created in Omnisend.

How it works
1. A new deal is created in OnePageCRM.
2. Zoho Flow automatically creates an order in Omnisend as soon as the new deal is created.
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Create order in Omnisend for new deal in OnePageCRM

OnePageCRM + Omnisend

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Create contacts in OnePageCRM from a Google Sheets spreadsheet

Instead of manually copying new contact information from a spreadsheet to your CRM, automate it and rest assured that you’ll never miss any new contacts added to your spreadsheet. This flow creates a contact in OnePageCRM for every new entry in your Google Sheet.

How it works
1. A new entry is added to a Google Sheet spreadsheet.
2. Zoho Flow automatically creates a new contact in OnePageCRM from the new row added to the spreadsheet.
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Create contacts in OnePageCRM from a Google Sheets spreadsheet

Google Sheets + OnePageCRM

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Send SMS in ClockworkSMS for new deals in OnePageCRM

This flow automates the process of notifying customers or clients after a deal is made. Every time a deal is won in OnePageCRM, an SMS is sent through ClockworkSMS.

How it works
1. A new deal is won in OnePageCRM.
2. Zoho Flow automatically sends an SMS via ClockworkSMS based on the deal information.
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Send SMS in ClockworkSMS for new deals in OnePageCRM

ClockworkSMS + OnePageCRM

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Build your own OnePageCRM integrations

Connect OnePageCRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your OnePageCRM workflows 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 action

Triggers when a new action is created

Deal won

Triggers when a deal is won

New contact

Triggers when a new contact 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

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

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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 >
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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