How do I Integrate Google Workspace with Pop2OpenCRM?
How does the Stripo Integration work?
I want to see a copy of any emails I send from OpenCRM within my Sent Items Folder in Outlook (Microsoft 365)?
Rest API Field Reference
Assigning a Task in Microsoft Planner to the same person who creates it - can we automate setting the assigned user in Planner?
Recommended IAM Security Policy.
Advanced Zapier Settings: Delay, Filter and Path
Can I map additional fields from OpenCRM Campaigns to Mailchimp? Is there an endpoint I can use to add records to a Campaign via the API?
Do you integrate with Microsoft 365? Can I sync my Microsoft Contacts, Calendars, and Tasks?
Do you have any example email templates I can use?
How do I check if my OpenCRM Company is linked to the correct Xero Contact?
How do I check / update my SageLink / Order Importer / Order Exporter version?
List of OpenCRM to Xero Field Mappings
Xero Tax Rates / Types
How do I auto-populate a field through a URL in JotForm?
Are there any considerations when moving from Sage Accounts 50 to Xero Online?
OpenCRM API
Can I change the location of my Jotform forms to use the Jotform EU data Centres?
Am I able to search for records located by Postcode within a specific radius?
How can I iFrame my e-sign portal within my (WordPress) website and still pass in the Sales Order number?
When I push orders/invoices through to Sage via SageLink for OpenCRM, discount is being applied twice
How do I set up Screen Dialling in Firefox?
How can I get Leads/ Contacts/ Companies into OpenCRM from a contact form on my website?
Sync Contacts and Calendars between OpenCRM and third party applications. Considerations when syncing between Google and OpenCRM. Considerations when syncing between M365 and OpenCRM.
I did an update to my sync software in Outlook and I now have duplicates, what can I do?
Can I set up automated Imports to automatically import data into OpenCRM?
What methods can I use to sync Google Calendar and Contacts with Outlook?
Tips on setting up SKYPE to work with the OpenCRM on screen dial feature
How do I get credit alerts when when my SMS account is getting low?
How do I send a bulk SMS ?
Foreign Trader does not work in Sage when Cash Accounting is turned on, what options do I have with multi currency that OpenCRM can help me with?
What is the best way to manage Write Off's in Sage Accounts 50 when using SageLink for OpenCRM?
Setting attachment size limits for Pop2OpenCRM
If I raise an invoice in a different currency in OpenCRM, how does SageLink transfer that in to Sage?
How does the Live Chat integration work?
How does OpenCRM calculate VAT compared to Sage?
There was an error in my MailChimp sync, what does it mean?
Why might OpenCRM have an order total that is different in pricing from my website or other computer system?
I receive errors when trying to download Invoices or Orders with SageLink. SageLink crashes or I am getting the messages: 'failed validation test', 'the order at position x has no Customer ID value', 'Response is not of type text/xml" or some other error.
After implementing SageLink for OpenCRM with multi currency, after saving a record I am unable to change the Default Currency field?
How can I set up my mail server so all my emails are imported into OpenCRM by Pop2OpenCRM automatically?
What does Pop2OpenCRM do when it converts emails? What configuration options are available? How can I exclude emails from being converted by OpenCRM?
How do I change the Sender Name on SMS messages that are sent from OpenCRM?
Using the OpenCRM - Zapier Integration. How does the Zapier Integration work? Do you have a Zapier connector? How can I connect my third party system with OpenCRM?
How do I configure the Map feature in OpenCRM using Geonames?
How can I do a one-way sync of my OpenCRM contacts to Outlook? Alternative Outlook add-in contact synchronisation component.
Integrating with Vicidial Dialler
Can I change which application is used in CHROME for Windows when I 'click to dial' from OpenCRM?
How to use the Outlook Add-in with OpenCRM. How to sync Contacts, Calender entries and Emails between Outlook and OpenCRM using the Outlook Add-in.
Which ports are used by 3CX Phone System?
When using GSyncIT I get duplicates after I make changes to the settings, why?
Phone integration with OpenCRM - Click to Dial and Inbound Calls
How can I reset an Invoice in OpenCRM so that SageLink will recognise that it needs posting?
"Sync To Outlook" - what does this field do?
How do I Install the Outlook Add-In?
OpenCRM Campaign Master Integration
How does the JotForm integration work? (Overview)
How does the Mapping tool work in OpenCRM? I want to see the locations of my Leads, Companies and Contacts on a Map, how do I do this?
How do I configure the sync of Contacts and Calendar between OpenCRM and my Google account (Google sync)? Do you support Google Tasks?
Outlook add-in user configuration options
What options are available for syncing Emails, Contacts and Calendar items between OpenCRM and other applications?
Does OpenCRM integrate with MailChimp? How do I set-up and run a linked campaign?
How to use the Xero integration with OpenCRM (Overview)
If I use a Bulk Email Account are there limits to the number of emails that I can send?
Do you have a detailed explanation of the functions of the Sage Uploader?
How do I set-up my ClicData Integration?
Setting up the Xero Integration. Configure OpenCRM - Xero Integration
Adding Contacts to Events via Jotform
Webhooks - Push data to OpenCRM
Webhooks - Push data to third party systems
Sage Integration
POP2OpenCRM and Microsoft365 Security and Connectivity
How can I push Purchase Orders from OpenCRM to Xero?
OrderWise Integration
Kernel Integration
Automated Data Exchange
OpenCRM to Sage Field Mappings
Overview PDF on SageLink functionality
Overview PDF on Xero functionality
Klipfolio interaction
How to create a Pay Now link to request payment of OpenCRM Invoices
What is happening to SMS provider Textlocal?