Integrations

e-manage ONE seamlessly integrates with leading platforms like Mailchimp, Salesforce, HubSpot, ActiveCampaign, monday.com, enabling you to manage all your marketing, sales, and operations in one place. With built-in email and SMS capabilities, it streamlines customer communication and automates workflows to save time and boost productivity. Whether you’re managing contacts, sending personalized campaigns, or tracking financial data, e-manage ONE offers a centralized solution to drive growth and improve efficiency across your business.

Mailchimp

Integrating EmanageOne with Mailchimp syncs customer data, enabling personalized, automated email campaigns to boost engagement and retention.

Send Contacts From e-manage | ONE to Mailchimp

This Zap automatically syncs new contact group members from e-manage | ONE to the appropriate audience in Mailchimp.

New Contact Group Member Created in e-manage | ONE

When a new member is added to a contact group in the e-manage | ONE platform, this step automatically triggers the Zap. This ensures seamless synchronization with downstream actions.

Find Contact Group Details in e-manage | ONE

Once triggered, the Zap retrieves details about the specific contact group from e-manage | ONE. This step ensures that the workflow uses accurate and relevant group data.

Get All Audiences From Mailchimp

The Zap fetches all available audiences from Mailchimp, creating a list to match the contact group from e-manage | ONE to the appropriate Mailchimp audience.

Find Mailchimp Audience ID From e-manage | ONE Contact Group Name

Using a Code by Zapier step, the Zap processes the data to identify the exact Mailchimp Audience ID that corresponds to the contact group name from e-manage | ONE.

Add/Update Subscriber in Mailchimp

Finally, the Zap adds or updates the subscriber in the appropriate Mailchimp audience based on the information from the e-manage | ONE contact group. This keeps the audience data up-to-date.

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Send Contacts From e-manage to Mailchimp

Create New Audiences in Mailchimp when Contact Groups Are Created in e-manage | ONE

This Zap streamlines the process of creating new Mailchimp audiences based on contact groups created in e-manage | ONE.

New Contact Group Created in e-manage | ONE

This step triggers the Zap whenever a new contact group is created in the e-manage | ONE platform, starting the workflow.

Fetch Existing Audiences in Mailchimp

The Zap retrieves all existing audiences from Mailchimp to ensure that new audiences can be cross-referenced or appended without duplication.

Extract Your Company Information From an Existing Audience

A custom Code by Zapier step processes the data to extract relevant company information from an existing Mailchimp audience.

Create Audience in Mailchimp

Finally, the Zap creates a new Mailchimp audience based on the processed information, ensuring your campaigns are ready for the new contact group.

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Create New Mailchimp Campaigns when e-manage | ONE Marketing Campaigns are Created

This Zap simplifies the process of creating targeted marketing campaigns by automatically syncing marketing data from e-manage | ONE with Mailchimp. It ensures your audiences and campaigns are created and updated effortlessly.

New Marketing Campaign is Created

The Zap triggers when a new marketing campaign is created in e-manage | ONE, initiating the workflow.

Fetch Existing Audiences From Mailchimp

This step retrieves all existing Mailchimp audiences, ensuring there’s no duplication and the right data is available for the campaign.

Extract Your Company Information

Using Code by Zapier, this step processes and extracts relevant company information from the e-manage | ONE data to customize the audience.

Create New Audience Specific to the Marketing Campaign

A new audience is created in Mailchimp tailored to the marketing campaign, ensuring precision targeting.

Create Campaign

Finally, the Zap creates a new marketing campaign in Mailchimp, ready to engage the targeted audience with the right messaging.

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Create New Leads in e-manage | ONE When Someone New Subscribes on Mailchimp

This Zap bridges Mailchimp and e-manage | ONE by automatically creating new contacts and leads in e-manage | ONE when a new subscriber is added to a Mailchimp campaign.

New Subscriber in Mailchimp To Your Mailchimp Campaign

The Zap triggers when a new subscriber is added to a selected Mailchimp campaign, capturing the subscriber’s information to begin the workflow.

Create a New Contact Based on Subscriber Information

Using the subscriber details from Mailchimp, the Zap creates a new contact in e-manage | ONE, ensuring all subscriber data is accurately transferred.

Create New Lead

The Zap generates a new lead in e-manage | ONE, linking the newly created contact to the appropriate UserID, ContactID, and Salesperson for follow-up and engagement.

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Create New Leads in e-manage ONE When Someone New Subscribes on Mailchimp

Update Subscription Preferences in e-manage | ONE Given Mailchimp Unsubscription

This Zap ensures that when a user unsubscribes from a Mailchimp list, their status is updated in e-manage | ONE by finding the matching contact and adjusting their mailing preferences.

New Unsubscriber

The Zap triggers when a user unsubscribes from a Mailchimp mailing list, capturing their details to initiate the workflow.

Find Contact Matching Unsubscriber’s First Name and Last Name

In e-manage | ONE, the Zap searches for a contact matching the unsubscribed user’s first and last name to ensure accurate updates.

Set Mailing List to zero in e-manage | ONE

Once the matching contact is found, the Zap updates their mailing list status to 0 in e-manage | ONE, reflecting their unsubscription.

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Update Subscription Preferences in e-manage ONE Given Mailchimp Unsubscription

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Salesforce

Integrating EmanageOne with Salesforce allows for seamless synchronization of customer data, enabling more efficient sales tracking and enhanced customer relationship management.

Send Contacts from e-manage | ONE to Salesforce

This Zap automatically syncs new contacts from e-manage | ONE to Salesforce, ensuring your Salesforce database stays up-to-date with the latest contact information.

New Contact in e-manage | ONE

The Zap triggers when a new contact is created in e-manage | ONE, capturing the contact’s details to start the workflow.

Create Contact in Salesforce

Using the information from e-manage | ONE, the Zap creates a new contact in Salesforce, maintaining consistency across both platforms.

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Send New Leads from e-manage | ONE to Salesforce

This Zap ensures that new leads created in e-manage | ONE are seamlessly transferred to Salesforce, keeping your lead data synchronized across platforms.

New Lead in e-manage | ONE

The Zap triggers when a new lead is created in e-manage | ONE, capturing the lead details to initiate the process.

Create a New Lead in Salesforce

The Zap creates a corresponding new lead in Salesforce using the data from e-manage | ONE, ensuring the information is consistent and up-to-date.

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Hubspot

Integrating EmanageOne with HubSpot streamlines lead management and marketing efforts by syncing customer data for more personalized outreach and automated workflows.

Send New Contacts from e-manage | ONE to HubSpot

This Zap keeps your HubSpot CRM updated by automatically creating or updating contacts when new contacts are added in e-manage | ONE.

New Contact in e-manage | ONE

The Zap triggers when a new contact is created in e-manage | ONE, capturing all the contact details to start the workflow.

Create or Update Contact

The Zap creates a new contact or updates an existing contact in HubSpot using the information from e-manage | ONE, ensuring your CRM data stays accurate and current.

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Send New Companies from e-manage | ONE to HubSpot

This Zap ensures that new companies created in e-manage | ONE are automatically added to HubSpot, keeping your company data synchronized across platforms.

New Company Created in e-manage | ONE

The Zap triggers whenever a new company is created in e-manage | ONE, capturing all relevant company details to initiate the process.

Create New Company in HubSpot

Using the company information from e-manage | ONE, the Zap creates a new company in HubSpot, ensuring accurate and up-to-date records in your CRM.

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Send Companies from e-manage ONE to HubSpot

Sync Projects from e-manage | ONE as Deals in HubSpot

This Zap helps streamline deal management by automatically creating new deals in HubSpot when a new deal is added in e-manage | ONE.

New Deal Created in e-manage | ONE

The Zap triggers whenever a new deal is created in e-manage | ONE, capturing all deal details to start the process.

Create New Deal in HubSpot

Using the information from e-manage | ONE, the Zap creates a corresponding new deal in HubSpot, ensuring consistency and up-to-date records in your CRM.

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ActiveCampaign

Integrating EmanageOne with ActiveCampaign enables automated, personalized marketing campaigns by syncing customer data, improving lead nurturing and engagement.

Send Companies from e-manage | ONE to ActiveCampaign

This Zap ensures new companies created in e-manage | ONE are automatically added as accounts in ActiveCampaign, keeping your CRM updated and organized.

New Company Created in e-manage | ONE

The Zap triggers whenever a new company is added in e-manage | ONE, capturing all relevant company details to initiate the process.

Create an Account in ActiveCampaign

The Zap creates a new account in ActiveCampaign using the company information from e-manage | ONE, ensuring your ActiveCampaign database remains up-to-date.

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Send Companies from e-manage ONE to ActiveCampaign

Send Contacts from e-manage | ONE to ActiveCampaign and Link to ActiveCampaign Account

This Zap ensures seamless integration between e-manage | ONE and ActiveCampaign by automatically creating new contacts, associating them with the correct accounts, and maintaining accurate CRM records.

New Contact Created in e-manage | ONE

The Zap triggers whenever a new contact is created in e-manage | ONE, capturing the contact details to initiate the workflow.

Create a New Contact in ActiveCampaign

The Zap creates the new contact in ActiveCampaign using the data from e-manage | ONE, ensuring the contact is added to your ActiveCampaign database.

Find the Contact’s Account in ActiveCampaign

ActiveCampaign searches for the account associated with the newly created contact to establish the correct relationship within the system.

Link the New Contact to the Account

The Zap links the contact to the identified account in ActiveCampaign, ensuring your data is structured and relationships are maintained accurately.

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Send Contacts from e-manage ONE to ActiveCampaign and Link to ActiveCampaign Account

Send Contact Notes from e-manage ONE to ActiveCampaign

This Zap ensures seamless integration between e-manage | ONE and ActiveCampaign by automatically creating new contacts, associating them with the correct accounts, and maintaining accurate CRM records.

New Contact Created in e-manage | ONE

The Zap triggers whenever a new contact is created in e-manage | ONE, capturing the contact details to initiate the workflow.

Create a New Contact in ActiveCampaign

The Zap creates the new contact in ActiveCampaign using the data from e-manage | ONE, ensuring the contact is added to your ActiveCampaign database.

Find the Contact’s Account in ActiveCampaign

ActiveCampaign searches for the account associated with the newly created contact to establish the correct relationship within the system.

Link the New Contact to the Account

The Zap links the contact to the identified account in ActiveCampaign, ensuring your data is structured and relationships are maintained accurately.

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Send Contacts Notes from e-manage ONE to ActiveCampaign

Send Projects from e-manage | ONE to ActiveCampaign as Deals

This Zap ensures seamless project and deal management by syncing new projects from e-manage | ONE to ActiveCampaign, automatically creating deals tied to the appropriate company.

New Project Created in e-manage | ONE

The Zap triggers when a new project is created in e-manage | ONE, capturing all relevant project details to begin the process.

Find the Project’s Scope in e-manage | ONE

The Zap retrieves the scope of the project from e-manage | ONE to ensure that all necessary details are transferred accurately.

Find the Project’s Account by Name in ActiveCampaign

The Zap searches ActiveCampaign for the corresponding account associated with the project’s name, linking the project to the correct company.

Create Deal Tied to Company in ActiveCampaign

Using the retrieved details, the Zap creates a new deal in ActiveCampaign, linking it to the identified company for streamlined deal tracking.

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Send e-manage ONE Projects to Active Campaign as Deals

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monday.com

Integrating EmanageOne with Monday.com enhances project management by syncing customer data and tasks, improving team collaboration and workflow efficiency. This integration helps ensure that projects are aligned with customer needs and deadlines are met more effectively.

Send Follow-Ups from e-manage | ONE to monday.com as Board Items

This Zap automates follow-up task management by syncing new follow-ups from e-manage | ONE to monday.com, ensuring tasks are organized on the correct boards.

New Follow Up in e-manage | ONE

The Zap triggers whenever a new follow-up is created in e-manage | ONE, capturing all relevant details to initiate the workflow.

Fetch All Boards From monday.com

The Zap retrieves a list of all boards in monday.com to identify the appropriate board for the follow-up task.

Find Board Matching Follow Up Type

Using a Code by Zapier step, the follow-up type is matched to the corresponding board in monday.com for accurate organization.

Create New Item in Board

The Zap creates a new item on the identified board in monday.com, ensuring the follow-up task is properly recorded and tracked.

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Send Follow-Ups to monday.com as Board Items

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Email

Integrating EmanageOne with Outlook enables seamless synchronization of emails, calendar events, and contacts, improving communication and scheduling efficiency. This integration helps streamline workflows and enhances collaboration across teams.

Send Automated Emails To Have Assigned Salespeople Follow Up on Leads

This Zap automates sales lead follow-up by formatting lead data, identifying the responsible salesperson, and sending a reminder email after a delay.

New Sales Lead Created in e-manage | ONE

The Zap triggers when a new sales lead is created in e-manage | ONE, capturing all relevant details to begin the process.

Format Sales Lead Dates

The Formatter by Zapier step standardizes the sales lead’s date data for consistent and clear communication.

Find Employee Associated With Lead

The Zap identifies the employee assigned to the sales lead in e-manage | ONE, ensuring proper responsibility is tracked.

Find User Details Associated with Employee

The Zap retrieves detailed user information related to the employee assigned to the lead, such as their contact details.

Wait for 3 Days

A delay of 3 days is introduced to give the salesperson sufficient time before a follow-up reminder is triggered.

Remind Salesperson to Follow-Up on Lead

The Zap sends a reminder email through Microsoft Outlook, prompting the assigned salesperson to follow up with the lead.

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SMS

Integrating EmanageOne with SMS allows businesses to send automated, personalized text messages to customers, improving communication and engagement. This integration helps drive quicker responses and enhances customer support and marketing efforts.

Text Your Managers when Employees Clock In

This Zap automates employee clock-in notifications by extracting location and time details from e-manage | ONE and sending a formatted SMS to the manager.

Employee Clocks in Using e-manage | ONE Crew App

The Zap triggers when an employee clocks in using the e-manage | ONE Crew App, capturing clock-in data including time and location.

Extract Entry Latitude and Longitude

Using Code by Zapier, the Zap extracts the latitude and longitude from the clock-in entry for precise location data.

Format Date and Time

The Formatter by Zapier step standardizes the clock-in date and time for clarity and consistency in communication.

Send Text with Name, Date, and Location to Manager

The SMS by Zapier step sends a text message to the manager, including the employee’s name, formatted date, time, and clock-in location.

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Text Your Managers When Employees Clock In

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