Send Oneflow contacts to FunnelBud

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This solution integrates your Oneflow contract management app with FunnelBud. It will send and create a  contact automatically into FunnelBud when a contract in Oneflow is “Sent” or “Signed” by any party.  Also, an opportunity can be created if the counterparty type is a company.

Solution expert: Priya Jain

SKU: 202301221442 Categories: , , , , , , Included in License Cost: Standard, PremiumTechnologies: Sharpspring, FunnelBud FlexResults sought after: Communicate with your leads, Make sales process more effective, Automate sales processTypes of solution: Setup

What this solution gives you:

  • Register your Oneflow contacts automatically to Funnelud when a contract is sent or signed.
  • Create opportunities related automatically in Funnelbud for the contact created/updated when a contract is sent or signed.

How does the integration work:

  • We will need access to your Oneflow account to configure Integration settings.
  • A Send or Sign action in Oneflow will trigger the automation and send contact information to FunnelBud.
  • Following resulting actions can be set up in FunnelBud
    • Create or update a contact in the FunnelBud.
    • Create an opportunity in Funelbud.

How do we deliver this solution:

  1. Information gathering – We will understand how the solution should work for you.
  2. Understand follow up actions – We will understand if something should happen to the contacts and opportunities in FunnelBud after they have been created. For example, change lead status, create an opportunity or update subscribe/unsubscribe status.
  3. Scoping and materials – We will create a scoping document and send it to you for approval.
  4. Configuration – Based on the scope of work defined in step 2, our team will connect Oneflow and FunnelBud via a Zapier integration and set up necessary automations such as adding contacts to a list, creating a sales task or assigning tags or labels.
  5. Testing – We will create a Test Cases document and ensure that everything works as expected. After performing an internal run through of tests, we might also ask you to run a few tests.
  6. Training – We will create a help doc for your future reference and provide solution training to your team over a video call.

Cost to implement:

Standard and up:

  • One-time setup fee = $0
  • Ongoing Support & Maintenance fee: $0

Basic: 

  • One-time setup fee = $550
  • Ongoing Support & Maintenance fee: $75/m (includes Zapier account by FunnelBud)
  • Support – Support is provided in case of any issue found in the existing solution.

priya

About the Author

Integrations Architect and responsible for connecting 3rd party apps with FunnelBud and extending its capabilities. The goal is always to enable our customers to derive maximum value from the FunnelBud system. I love technology and digital marketing.

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