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OnePageCRM + OpenPhone

Create notes in OnePageCRM when new outgoing messages are delivered in OpenPhone

Ensure your business interactions are on record with this streamlined workflow. When a message is delivered in OpenPhone, a corresponding note is created in OnePageCRM. This process helps keep track of communication and makes follow-ups effective without you having to manually input details each time.

Ensure your business interactions are on record with this streamlined workflow. When a message is delivered in OpenPhone, a corresponding note is created in OnePageCRM. This process helps keep track of communication and makes follow-ups effective without you having to manually input details each time.

  1. When this happens...
    OpenPhoneOpenPhone
    Outgoing Message Delivered

    Triggers when an outbound message was delivered to the recipients.

    TriggerInstant
  2. automatically do this!
    OnePageCRMOnePageCRM
    Create Note

    Adds a new note to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
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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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Related categories

  • CRM (Customer Relationship Management)

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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

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