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with OnePageCRM and Ortto ?
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Popular Ways to Connect OnePageCRM with Ortto #
Popular OnePageCRM and Ortto Triggers#
Emit new event each time a new contact is created in OnePageCRM.
Emit new event when a contact is created in your Ortto account.
Emit new event when a deal is successfully closed in the CRM.
Popular OnePageCRM and Ortto Actions#
Creates a unique activity for a person. Can optionally initialize a new record beforehand. See the documentation
Deletes an existing contact from OnePageCRM. See the documentation
Create or update a preexisting person in the Ortto account. See the documentation
Allows a user to opt-out from all SMS communications. See the documentation
Overview of OnePageCRM#
The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.
Connect OnePageCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onepagecrm: {
type: "app",
app: "onepagecrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.onepagecrm.com/api/v3/contacts.json`,
auth: {
username: `${this.onepagecrm.$auth.user_id}`,
password: `${this.onepagecrm.$auth.api_key}`,
},
})
},
})
Overview of Ortto #
The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.
Connect Ortto #
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ortto: {
type: "app",
app: "ortto",
}
},
async run({steps, $}) {
const data = {
"fields": ["str::email", "str::first", "str::last"]
}
return await axios($, {
method: "post",
url: `https://${this.ortto.$auth.region}/v1/person/get`,
headers: {
"X-Api-Key": `${this.ortto.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
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