The OnePageCRM Lead Clipper
The OnePageCRM Lead Clipper allows you to create contacts in just one click:
- From social media profiles
- From your email account by Gmail and Outlook.com
- Select and clip contacts from any website
- Switch between multiple OnePageCRM accounts (without the need to log out of your browser)
- Get browser notifications for time-specific Next Actions.
Please note: The OnePageCRM Lead Clipper is available on your Chrome or Microsoft Edge browser.
Install the Lead Clipper (Chrome/Microsoft Edge)
Install the Lead Clipper to Chrome
Click on your User/Profile icon (top right-hand corner) → All Apps and Integrations → under Lead Generation apps select Lead Clipper → click Install.
Note: Alternatively, you can find the Lead Clipper in the Chrome web store here.
Click on it to sign in to your OnePageCRM account.
Note: For easy access, you can pin the Lead Clipper to your browser by selecting the pin icon.
The following fields can be clipped if available:
- Profile picture
- First Name
- Last Name
- Job title
- Organization Name
- Phone numbers
- Email Addresses
- Social media links/ website URLs
Install the Lead Clipper to Microsoft Edge
Click on your User/Profile icon (top right-hand corner) → All Apps and Integrations → under Lead Generation apps select Lead Clipper → click Install.
Note: Alternatively, you can find the Lead Clipper in the Microsoft Add-ons here.
Note: For easy access, you can pin the Lead Clipper to your browser. Click on the puzzle icon at the top in the toolbar of your Microsoft Edge browser → next OnePageCRM Lead Clipper select the crossed-over eye icon.
The following fields can be clipped if available:
- Profile picture
- First Name
- Last Name
- Job title
- Organization Name
- Phone numbers
- Email Addresses
- Social media links/ website URLs
Uninstall the Lead Clipper (Chrome/Microsoft Edge)
Uninstall the Lead Clipper from Chrome
Open a window in your Chrome browser → at the top of the window click on the puzzle icon in the toolbar → next OnePageCRM Lead Clipper select the 3-dots menu → click Remove from Chrome.
Uninstall the Lead Clipper from Microsoft Edge
Open a window in your Microsoft Edge browser → at the top of the window click on the puzzle icon in the toolbar → next OnePageCRM Lead Clipper select the 3-dots menu → click Remove from Microsoft Edge.
Create new contacts
Create new contacts from Social Profiles |
Create new contacts from any website |
Create new contacts from emails |
Create new contacts from Social Profiles
The Lead Clipper also allows you to quickly create contacts when viewing social profiles, for example:
- X
- etc.
Once completed click Save.
Notes:
- Information that doesn't correspond to any provided field in the Lead Clipper will be added to the contact Background field.
- If the contact already exists in OnePageCRM, you have the option to open that contact directly.
- If you switch to another page without saving the contact and click on the extension again, the details of the contact will still show until saved.
- When entering a phone number, please ensure that it includes the country code and has no dashes, hyphens, or parentheses included.
Create new contacts from any website
Once completed click Save.
Notes:
- Information that doesn't correspond to any provided field in the Lead Clipper will be added to the contact Background field.
- If the contact already exists in OnePageCRM, you have the option to open that contact directly.
- If you switch to another page without saving the contact and click on the extension again, the details of the contact will still show until saved.
- When entering a phone number, please ensure that it includes the country code and has no dashes, hyphens, or parentheses included.
Create new contacts from emails
Once completed click Save.
Notes:
- Information that doesn't correspond to any provided field in the Lead Clipper will be added to the contact Background field.
- If the contact already exists in OnePageCRM, you have the option to open that contact directly.
- If you switch to another page without saving the contact and click on the extension again, the details of the contact will still show until saved.
- When entering a phone number, please ensure that it includes the country code and has no dashes, hyphens, or parentheses included.
Note: If you connected your Gmail account to OnePageCRM with Send and Save manually, you can easily save emails directly from your Gmail inbox to OnePageCRM.
Once the contact has been saved in the CRM → click on Save Email.
Switch between multiple accounts
Note: In case you originally signed up with Google to OnePageCRM, you need to create a password for the CRM account first.
To do this, log in to your OnePageCRM account and go to your User/Profile icon → Users, Plans and Billing → Users tab → Click on your profile and then Create a password, click here for all the details.
Note: You can rename the accounts in the Lead Clipper.
Note: If you want to create contacts from your email Inbox, webpages, or social media profiles, etc., you can choose which account to create these contacts in.
Notes:
- There are no limits to the number of accounts you can add.
- The account listed on top will be the account that you're viewing on screen.
- If you sign out of your OnePageCRM account on the app, this will not sign you out of this account on the Account Switcher. They are both independent of each other.
Get browser notifications for time-specific Next Actions (Chrome only)
Notes:
- To set a Next Action with time see here.
- The pop-up notification will only display for a few seconds