OnePageCRM + OpenPhone
Create or update OpenPhone contacts for new contacts in OnePageCRM
Streamline your CRM and communication process with this dynamic workflow. Whenever a new contact is added in OnePageCRM, it will immediately initiate the process to create or update the same contact in OpenPhone. By eliminating the need for manual data entry, this workflow ensures your contact information stays consistent across both platforms for smoother interactions and better customer management.
Streamline your CRM and communication process with this dynamic workflow. Whenever a new contact is added in OnePageCRM, it will immediately initiate the process to create or update the same contact in OpenPhone. By eliminating the need for manual data entry, this workflow ensures your contact information stays consistent across both platforms for smoother interactions and better customer management.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
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Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It
