Nusii + OnePageCRM Integration

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OnePageCRM + Nusii Integration

Create Nusii client for new OnePageCRM contact

OnePageCRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in OnePageCRM, you'll automatically receive a corresponding client record in Nusii.
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OnePageCRM + Nusii Integration

Create Nusii proposal for new OnePageCRM deal

Are you a OnePageCRM user who also uses Nusii for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Nusii directly from deal in OnePageCRM.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your OnePageCRM and Nusii accounts.
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OnePageCRM + Nusii Integration

Create Nusii proposal for new OnePageCRM contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within OnePageCRM? With this integration, you can!

When you create a contact in OnePageCRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Nusii + OnePageCRM Integration
1.
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact 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.
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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