OnePageCRM + BugHerd Integration

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OnePageCRM + BugHerd Integration

Create BugHerd task for new OnePageCRM contact

OnePageCRM and BugHerd 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 BugHerd? 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 + BugHerd Integration

Create BugHerd 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 BugHerd 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 BugHerd, creating task in BugHerd is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in BugHerd to keep your team up-to-date.
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OnePageCRM + BugHerd 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
  • BugHerd
    Task is created in BugHerd Instant
  • BugHerd
    Task is updated in BugHerd Instant
  • BugHerd
    Comment is created in BugHerd Instant
  • BugHerd
    Project is created in BugHerd
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
  • BugHerd
    Create a new task in BugHerd
  • BugHerd
    Update a task in BugHerd
  • BugHerd
    Search task by external id in BugHerd
  • BugHerd
    Add an attachment to a task in BugHerd
  • BugHerd
    Add a comment to a task in BugHerd
  • BugHerd
    Create a project in BugHerd
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