Connect 1CRM integrations
Supervise your sales pipelines, project boards, and billing lifecycles by automating 1CRM on Make. Connecting this customer relationship manager across 3,000 integration apps lets you instantly sync incoming leads, update project Kanban boards, and dispatch client invoices. Create your free account today to build your first integrated business pipeline.
1CRM
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Triggers and actions
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1CRM
Popular 1CRM workflows
Connect 1CRM with Make to automate your business. Sync data across apps, simplify task management, and run smarter workflows.
Enrich contact details from a custom webhook with FullContact using HTTP request module and creating a lead in 1CRM
Every time a custom webhook is triggered, Make will use the output of the webhook to supply the HTTP "Make a request" module with data to enrich the details of a person using FullContact Api. If the operation is successful it will create a new lead on 1CRM. The docs for this method are in this link.
Create Xero contacts and invoices from 1CRM sales orders
Every time a new sales order is created on 1CRM, Make will automatically create a new contact in Xero if that contact does not exist. After that it will create a new invoice in Xero and add the contact's details to it. If the contact already exists in Xero it will use their details for the invoice.
Create 1CRM tasks and contacts from Shopify orders
Every time a new order is created on Shopify, Make will automatically search for that customer in 1CRM using the email address from the Shopify order. If no contact with that email exists, it will create a new contact and store the id of that contact to a variable. After that it will create a new task and add it to that contact's activities. If the contact already exists, it will get the details of that contact, create a new task and add it to that contact's activities.
Maximize efficiency: Integrate and automate your 1CRM platform
Connect 1CRM to QuickBooks, Xero, Shopify, and Asana using Make. Automate billing, sync tasks, and enrich leads to keep your data clean and your teams aligned without manual work.
Automated billing and invoicing
Instantly turn 1CRM sales orders into invoices and receipts in QuickBooks or Xero without manual data entry.
Seamless e-commerce integration
Connect your Shopify store to 1CRM to automatically create contacts and schedule follow-up tasks whenever a new purchase is made.
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Effortless lead enrichment
Automatically enrich new lead details with external data using webhooks before saving them directly into 1CRM.
Synchronized project tracking
Keep your team aligned by automatically mirroring 1CRM project tasks in Asana as projects and tasks.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.