OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

You can find more information here.

How this OnePageCRM + TrueMail integration works

• 1. Add new record to a OnePageCRM account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing OnePageCRM record with TrueMail result code in a custom field

Apps involved

• • OnePageCRM
• • TrueMail

OnePageCRM Triggers

• Filter list.

  List of your custom filters

• Tag list.

  Helper function to prefill a list of tags which can be applied to a contact or company.

• New Pending Deal.

  Triggers when a new pending deal is created.

• New Contact.

  Triggers when a new contact is created.

• Status list.

  Get status list

• New Won Deal.

  Triggers when a deal is won.

• New Next Action.

  Triggers when a new next action is set

• Lead Source list.

  Lead source

• Create Note.

  Adds a new Note for previously found contact, using Contact ID from Search Contact action

• Create Contact.

  Creates a new contact in OnePageCRM.