GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
OnePageCRM is a solid CRM solution with a big focus on increasing sales, organizing your sales process and cutting back on administration work. It’s a simplified CRM with a range of features going from contact management to sales and performance reports enabling great team collaboration resulting in more leads turning into customers!
Did you know that as a OnePageCRM user you might be eligible to receive a 10% lifetime discount when signing up with PieSync? Find out more here!
Below you'll find detailed information, specifically for OnePageCRM integrations:
Supported OnePageCRM Integrations
We simply ask your login details and your permission.
For OnePageCRM, we need your username and password to log in. If you don’t have these (example: you always log in with your google account), you can set them at 'settings' → users page using the ‘profile’ and ‘password’ options. We connect with all OnePageCRM accounts.
When you click 'Authorize OnePageCRM', a pop-up window will ask you to log in and authorize:
If you already authorized OnePageCRM account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Organizations before proceeding to the configuration page.
Learn about our contact sync below.
More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- PENDING DEALS
- LEAD SOURCE
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADDING/REMOVING TAGS
- UPDATING LEAD SOURCE
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard OnePageCRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your OnePageCRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and OnePageCRM, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in OnePageCRM. You will be able to review this segment first before deleting or taking any other action in OnePageCRM too.
In connections between OnePageCRM and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in OnePageCRM. You will be able to review this segment first before taking any action in OnePageCRM too.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!