OnePageCRM + Zengine Integration

Connect OnePageCRM to Zengine in 1 click

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Popular OnePageCRM + Zengine Workflows

Create Zengine record for new OnePageCRM 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 OnePageCRM - Zengine integration, anytime a new OnePageCRM contact is created, an Zengine record 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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Create OnePageCRM contact for new Zengine record

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 Zengine - OnePageCRM integration, anytime a new Zengine record 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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Create Your Own OnePageCRM & Zengine Integration Without Any Code

Create Custom Workflow

Contact is updated in OnePageCRM
Deal is updated in OnePageCRM
Contact is created in OnePageCRM
Pending deal is created in OnePageCRM
Deal is won in OnePageCRM
Action is created in OnePageCRM
Record is created in Zengine Instant
Record is updated in Zengine Instant
Task is created in Zengine Instant
Event is created in Zengine Instant

Create contact in OnePageCRM
Add note to a contact in OnePageCRM
Create note attachment in OnePageCRM
Search contact by name in OnePageCRM
Create record in Zengine
Delete record in Zengine
Update record in Zengine
Upload file to field in Zengine

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You Can Also Connect OnePageCRM or Zengine With 1200+ Other Apps

OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.

See OnePageCRM Integrations

Zengine delivers customized, end-to-end solutions to solve mission critical problems for our clients. We aim to help non-profits and government entities run their programs better with less effort and more impact.

See Zengine Integrations