OnePageCRM + Regfox Integration

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Regfox + OnePageCRM Integration

Create OnePageCRM contact for new Regfox contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Regfox - OnePageCRM integration, anytime a new Regfox contact is created, an OnePageCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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OnePageCRM + Regfox 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
  • Regfox
    Registrant is created in Regfox Instant
  • Regfox
    Inventory notification is created in Regfox Instant
  • Regfox
    Coupon is created in Regfox Instant
  • Regfox
    Payment is deposited in Regfox Instant
  • Regfox
    Form is published in Regfox Instant
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
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