OnePageCRM + OpenPhone
Create notes in OnePageCRM for new incoming messages received in OpenPhone
Easily keep track of important conversations by creating a note in OnePageCRM when a new incoming message is received in OpenPhone. With this automation, you can efficiently organize your communication and ensure that vital details are saved for future reference, leaving you free to focus on other essential tasks.
Easily keep track of important conversations by creating a note in OnePageCRM when a new incoming message is received in OpenPhone. With this automation, you can efficiently organize your communication and ensure that vital details are saved for future reference, leaving you free to focus on other essential tasks.
- When this happens...Incoming Message Received
Triggers when you receive a message.
- automatically do this!Create Note
Adds a new note to a contact.
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About OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.