OnePageCRM + 7todos Integration

Connect OnePageCRM to 7todos in 1 click

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OnePageCRM + 7todos Integration

Create 7todos task for new OnePageCRM contact

OnePageCRM and 7todos are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in OnePageCRM, do you also create a task in 7todos? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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OnePageCRM + 7todos Integration

Create 7todos task for new OnePageCRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in 7todos to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within OnePageCRM? Well now there is!

With our integration between OnePageCRM and 7todos, creating task in 7todos is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in 7todos to keep your team up-to-date.
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OnePageCRM + 7todos Integration
1.
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    New contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    New action is created in OnePageCRM
2.
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
  • 7todos
    Create Task in 7todos
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