1CRM offers businesses a solution for managing their sales, customer service and business operations. It combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices, and manage projects.
Below you'll find detailed information, specifically for 1CRM integrations:
Supported 1CRM Integrations
We simply ask your login details and your permission. For 1CRM, we need your Subdomain, Username and Password.
If you already authorized 1CRM 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.
[IF] Supported Conditions/Filters
- HAS A VALID EMAIL ADDRESS
- OPTED IN FOR/OUT FROM EMAILS
- IS/IS NOT PORTAL ACTIVE
- LEAD SOURCE
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADDING/REMOVING CATEGORIES
- MAKE/UNMAKE PORTAL ACTIVE
- OPT IN FOR/OUT FROM EMAILS
- LEAD SOURCE
- MARK EMAIL AS INVALID
- 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 1CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your 1CRM 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.