Peak Funnels + OnePageCRM Integration

Connect Peak Funnels to OnePageCRM - Automate your workflows in 1-click

Set up Peak Funnels 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. And automate all the repetitive tasks between Peak Funnels & OnePageCRM using Integrately.
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OnePageCRM + Peak Funnels Integration

Create Peak Funnels contact for new OnePageCRM contact

If you're using OnePageCRM to manage your sales leads, it's important to also use Peak Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in OnePageCRM, a corresponding contact will automatically be created in Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Peak Funnels + OnePageCRM Integration

Create OnePageCRM contact for new Peak Funnels form response

When someone completes your Peak Funnels, a new contact is automatically created in your OnePageCRM. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Peak Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Peak Funnels - OnePageCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Peak Funnels + OnePageCRM Integration

Create OnePageCRM contact for new Peak Funnels contact

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 Peak Funnels contact 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.
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Peak Funnels + OnePageCRM Integration

Create OnePageCRM contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Peak Funnels with OnePageCRM? This integration will allow you to automatically create a contact for each new order in OnePageCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Peak Funnels + OnePageCRM Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation whenever a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation whenever a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation whenever a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation whenever any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation whenever a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation whenever a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation whenever a product is updated

    Instant
  • OnePageCRM
    Contact is updated in OnePageCRM

    Triggers the automation whenever a contact is updated

  • OnePageCRM
    Deal is updated in OnePageCRM

    Triggers the automation whenever a deal is updated

  • OnePageCRM
    Contact is created in OnePageCRM

    Triggers the automation whenever a new contact is added

  • OnePageCRM
    Pending deal is created in OnePageCRM

    Triggers the automation whenever a pending deal is created

  • OnePageCRM
    Deal is won in OnePageCRM

    Triggers the automation whenever a deal is won

  • OnePageCRM
    Action is created in OnePageCRM

    Triggers the automation whenever a new action is created

2.
  • Peak Funnels
    Delete contact in Peak Funnels

    Automatically removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Automatically finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Automatically updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Automatically adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Automatically generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Automatically updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Automatically searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Automatically adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Automatically removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Automatically updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Automatically creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Automatically updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Automatically deletes a member group

  • OnePageCRM
    Create contact in OnePageCRM

    Automatically adds a new contact to the database

  • OnePageCRM
    Add note to a contact in OnePageCRM

    Automatically adds a note to a contact

  • OnePageCRM
    Create note attachment in OnePageCRM

    Automatically creates a new note attachment

  • OnePageCRM
    Search contact by name in OnePageCRM

    Automatically find information about a contact using the name

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