OnePageCRM + EasyPractice Integration

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EasyPractice + OnePageCRM Integration

Create OnePageCRM contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your OnePageCRM contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in OnePageCRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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OnePageCRM + EasyPractice 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
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
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
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