OnePageCRM + Yanado Integration

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OnePageCRM + Yanado Integration

Create Yanado email task for new OnePageCRM contact

OnePageCRM and Yanado 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 email task in Yanado? 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 + Yanado Integration

Create Yanado email 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 email task in Yanado 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 Yanado, creating email task in Yanado is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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OnePageCRM + Yanado 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
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
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
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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750 Tasks
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Integrate OnePageCRM & Yanado In 1 Click
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