Manifestly Checklists + OnePageCRM Integration

Connect Manifestly Checklists to OnePageCRM in 1 click

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OnePageCRM + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new OnePageCRM deal

If you're using OnePageCRM and Manifestly Checklists to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in OnePageCRM, a checklists will automatically be created in Manifestly Checklists.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your OnePageCRM and Manifestly Checklists accounts and start creating deal!
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OnePageCRM + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new OnePageCRM contact

When you create a new contact in OnePageCRM, this automation will automatically create a related checklists in Manifestly Checklists. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Manifestly Checklists board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with OnePageCRM and Manifestly Checklists!
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Manifestly Checklists + OnePageCRM Integration
1.
  • Manifestly Checklists
    Checklist run is completed in Manifestly Checklists Instant
  • Manifestly Checklists
    Checklist run is started in Manifestly Checklists Instant
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
2.
  • Manifestly Checklists
    Checklist run in Manifestly Checklists
  • 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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