OnePageCRM + Workast Integration

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OnePageCRM + Workast Integration

Create Workast task for new OnePageCRM contact

OnePageCRM and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in OnePageCRM, do you also create a task in Workast? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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OnePageCRM + Workast Integration

Create Workast task for new OnePageCRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Workast to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within OnePageCRM? Well now there is!

With our integration between OnePageCRM and Workast, creating task in Workast is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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OnePageCRM + Workast Integration
1.
  • 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
  • Workast
    Task is created in Workast
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
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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