OnePageCRM for Zoho Desk Powered by Zoho Flow

Manage OnePageCRM contacts, accounts, and opportunities from within Zoho Desk

Built for: Desk Developed by: Zoho Corporation
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OnePageCRM is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

Through this automation bundle, your opportunity and contact management process becomes effortless. Zoho Desk support stays on top of every new deal in the pipeline.

Key Features:

  • New OnePageCRM accounts are added as accounts in Zoho Desk
  • New OnePageCRM contacts are added as new contacts to Zoho Desk
  • New opportunities won against contacts triggers a ticket in Zoho Desk with the priority set to high
  • New tasks are added for tickets created against OnePageCRM won opportunities

Since the apps are connected using Zoho Flow, you'll be able to add, remove, or edit steps involved in the existing workflows.

Tags

Deployment type API-built integrations
Published date Apr 28, 2020
Version 1.0
Category Sales & Marketing
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One

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