Convert Box + OnePageCRM Integration

Connect Convert Box to OnePageCRM - Automate your workflows in 1-click

Set up Convert Box automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of OnePageCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Convert Box + OnePageCRM integration.

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Ready Workflows For Convert Box + OnePageCRM Integration

Just click on the workflow you want to automate

Create OnePageCRM contact for new Convert Box visitor

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new OnePageCRM contact and Convert Box visitor can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

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Create Your Own Convert Box & OnePageCRM Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Visitor is added in Convert Box
Triggers the automation whenever a new visitor is added
Instant
Contact is updated in OnePageCRM
Triggers the automation whenever a contact is updated
Deal is updated in OnePageCRM
Triggers the automation whenever a deal is updated
Contact is created in OnePageCRM
Triggers the automation whenever a new contact is added
Pending deal is created in OnePageCRM
Triggers the automation whenever a pending deal is created
Deal is won in OnePageCRM
Triggers the automation whenever a deal is won
Action is created in OnePageCRM
Triggers the automation whenever a new action is created

Create contact in OnePageCRM
Automatically adds a new contact to the database
Add note to a contact in OnePageCRM
Automatically adds a note to a contact
Create note attachment in OnePageCRM
Automatically creates a new note attachment
Search contact by name in OnePageCRM
Automatically find information about a contact using the name

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Convert Box & OnePageCRM In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Convert Box or OnePageCRM With 1200+ Other Apps

Convert Box gives you the flexibility to easily create and launch any style of on-site message from slide-in notifications to a full page takeovers, all in just a few clicks.

See Convert Box Integrations

OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.

See OnePageCRM Integrations