Add contacts with 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 Gmail, Inbox 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 learn how to create contacts from:
Webpages
Social Profiles
Emails

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
Hit  Save to add the contact to your OnePageCRM account.
To open the saved contact in OnePageCRM click on the View Contact button.

Create contacts from any social profile

The Lead Clipper also allows you to quickly create contacts when viewing social profiles such as:

  • Twitter
  • Facebook
  • Xing
1
Click on the OnePageCRM logo on the top right of Chrome's address bar.

2
In the clipper, details of the contact are displayed and enhanced (if available). You have the option to edit the contact and add/update fields.

3
Hit  Save to add the contact to OnePageCRM.

To open the contact in OnePageCRM click on the View Contact button.


Create contacts from emails 

1

Open the email from the contact you wish to add to the CRM → Click on the OnePageCRM logo on the top right of Chrome's address bar.

2

Edit the contact details, if needed → Hit  Save.

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