PlatformConnectCRM
Your customer configures, gets a quote and leaves their details. oneCORE sends it all to the systems your sales team works in: the contact, the full configuration, the quote and where the lead came from. Sales starts every conversation with the facts.
→Skylar's leadsStraight into monday.com
How it works
01
When a customer requests a quote, oneCORE prices it from your own price lists and sends it in your name. Your sales team gets the lead with the full configuration, so nobody has to ask what the customer wanted.
Glass Inside's customers design their door in 3D and get a quote within two minutes. Glass Inside gets the quote and the lead.
02
At Skylar, contact and registration forms, quotes and ad attribution go straight into its monday.com CRM. Sales knows where every lead came from, and starts each conversation with a complete configuration and a quote already sent.
Both ways
Data bridge
03
With Microsoft Dynamics, contact details, purchase history, payment preferences and personal settings stay in sync. Up-to-date profiles mean more personal service and better-targeted marketing.
A data bridge shows Dataverse tables in the customer's own account on oneCORE: purchase history, loyalty points and personal offers.
Triggers
oneCORE fires a trigger when something happens to a customer, a quote or an order, and sends its ID to your Microsoft Power Automate flow. From there the flow updates your CRM or mailing list, or starts the follow-up.
Triggers in oneCOREEach one starts a flow
Then Power Automate → Your CRMYour mailing list
Integrations
Standard integrations from our price list, and the routes for everything else.
Triggers on customers, quotes and orders start your own flows. In every package.
Newsletter subscriptions from your order flow. In Fully e-commerce and a sales portal built on the product configurator.
A standard integration in Fully e-commerce and a sales portal built on the product configurator.
A standard integration in every package.
Several newsletter tick boxes in the order flow, each connected to the marketing provider you choose.
Customers, addresses, quotes and orders for your own developers, or a Cloudflare Worker.
Customer story · Skylights
Skylar makes made-to-measure skylights in its own workshop in Helmond. Customers configure theirs in 3D on skylar.nl and get a PDF quote. Forms, quotes and ad attribution go straight into Skylar's monday.com CRM, so every lead arrives with its configuration and its source.
Related
Questions
Skylar's leads go into monday.com. Other systems connect through Microsoft Power Automate, the public API or Cloudflare Workers. Tell us what your team works in and we'll show you the route in the demo.
The customer's details, the full configuration and the quote. At Skylar, also the ad the visitor came from.
oneCORE fires a trigger when a quote's status, contact, products or follow-up change. A Power Automate flow picks it up and can update your CRM or start the next step.
Yes. The order flow can show several subscription tick boxes, each connected to a marketing provider. ActiveCampaign and Drip are standard integrations in Fully e-commerce and a sales portal built on the product configurator.
Microsoft Power Automate is a standard integration in every package, as are Mailgun and the public API.
Book a 30-minute demo and we'll show you how your leads get there, complete.