OnePageCRM + Flowlu Integration

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OnePageCRM + Flowlu Integration

Create Flowlu contact 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 - Flowlu integration, anytime a new OnePageCRM contact is created, an Flowlu 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 + Flowlu Integration

Create Flowlu task for new OnePageCRM contact

OnePageCRM and Flowlu 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 Flowlu? 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 + Flowlu Integration

Create Flowlu 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 Flowlu 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 Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in OnePageCRM, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
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OnePageCRM + Flowlu 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
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task followers is created in Flowlu Instant
  • Flowlu
    Task followers is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu 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
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu
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