The OnePageCRM Lead Clipper

The OnePageCRM Lead Clipper allows you to create contacts in just one click from a profile on Twitter, Facebook & XING or from your mailbox in GmailInbox by Gmail and Outlook.com (including Hotmail & Office 365), select and clip contacts from any website, switch between multiple OnePageCRM accounts (without the need to log out of your browser) and get browser notifications for time-specific Next Actions. The OnePageCRM Lead Clipper can be installed on your Chrome browser and Microsoft Edge browser.

In this article:
Install the Lead Clipper on Chrome Install the Lead Clipper on Microsoft Edge
Create a contact in one click Select text and create contacts from any website
Switch between multiple accounts Get browser Notifications

How to install the Lead Clipper on Chrome

Open your OnePageCRM account in Chrome and follow the instructions set out below:

1
Go to your   User Profile / Initials (in the top right-hand corner) → Select  Apps and Integrations 

2
Under Lead Generation apps, select Lead Clipper    click Install.

3
In the chrome web store select Add to Chrome  in the   " Add OnePageCRM Lead Clipper" dialog box click Add to Chrome .
4
In order to connect it to your account, you must sign in to your OnePageCRM account.
Note: This is required in order to activate the extension.

How to install the Lead Clipper on Microsoft Edge

1
Go to your the Microsoft Edge store and find the OnePageCRM Lead Clipper add-on  Get.
2
Select Add extension in the dialog box.
3
In order to connect it to your account, you must sign in to your OnePageCRM account.  Note: This is required in order to activate the extension. Click on the OnePageCRM icon on your Microsoft Edge browser → enter your login email and password → Sign in .

Select text and create contacts from any website

1
Highlight the contact details from any website → click on the OnePageCRM logo on the top right of Chrome's address bar. 
2
The details highlighted that correspond to a contact field are recognized and are clipped in the Lead Clipper. The following fields are recognized:
  • First Name 
  • Last Name 
  • Email Address 
  • Organization name 
  • Social media links/ website URLs

Note: Information that doesn't correspond to any field will be added to the contact background.

3
Click Save to add the contact to your OnePageCRM account.
4
When the contact is saved, you get a message "Success! Contact added to OnePageCRM". To open the contact in OnePageCRM click on the View Contact button.

Create a contact in one click

1
The Lead Clipper also allows you to quickly create contacts when:
  • viewing an email in Gmail, Inbox by Gmail & Outlook (Outlook 365 and Hotmail)
  • viewing a profile in Twitter
  • viewing a profile in Facebook
  • viewing a profile in Xing
Click on the OnePageCRM logo on the top right of Chrome's address bar.

2
In the pop-up, details of the contact are displayed and enhanced (if available). You have the option to edit the contact and update the fields, assign an existing OnePageCRM tag or create a new one.  Note: A Next Action for this lead is also pre-populated and scheduled for the following day.
3
Click Save to add the contact to OnePageCRM.
4
When the contact is saved, you get a message "Success! Contact added to OnePageCRM". To open the contact in OnePageCRM click on the View Contact button.
5
Once a contact is saved, the OnePageCRM logo will display a tick symbol depicting that the contact already exists in OnePageCRM.

Note: The new  contact will appear in your Action Stream as there is a Next Action set by default.

How to switch between multiple OnePageCRM accounts

1
Click on the OnePageCRM icon to the top right of Chrome's address bar.
2
To add another company, click +Add Account.  
3
Click on the company you wish to switch to.
Note: The account listed on top will be the account that you're viewing on screen. 
4
To find out more about the Account Switcher, click here.

Get browser notifications for time-specific Next Actions (Chrome only)

1
Ensure the Lead Clipper is installed and you are using Chrome.
2
If you have set a Next Action set with a time, the extension will display a pop up to show you when a Next Action is due. (Note: the pop-up notification will only display for a few seconds).
3
To set a Next Action with time see here.   

NOTES

  • If you signed up for an account with Google initially, then in order to sign into the OnePageCRM Lead Clipper, you must first create a password. See here.
  • If the contact already exists in OnePageCRM, you have the option to open that contact directly.
  • For uninstall instructions visit this help article.

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