Zapier
Connect OnePageCRM with over 5000+ apps using Zapier. Automate repetitive tasks and move information between your apps without manual data entry.
- Use AI to create a workflow for you
- Use a workflow template
- Build your own workflow manually
This guide shows you how to manually set up Zapier workflows using Triggers and Actions.
- You need a Zapier account in order to create workflows.
In this article:
| How to find the Zapier integration in OnePageCRM | OnePageCRM Supported Triggers |
| How to set up a Workflow in Zapier | OnePageCRM Supported Actions |
How to find the Zapier integration in OnePageCRM
Jump up to Article's Overview ⮝
How to set up a Workflow in Zapier
Jump up to Article's Overview ⮝A workflow in Zapier consists of a Trigger and an Action. The Trigger starts the workflow, and the Action tells Zapier what to do
In Zapier → click on Create → Zaps.
| Set up OnePageCRM as a Trigger | Set up OnePageCRM as an Action |
Set Up Trigger
💡 Only the Account Owner or an Administrator can set up Instant triggers.
💡 Find available triggers here.
💡 Customizable Triggers using OnePageCRM fields and details:
- New Next Action – Choose the Next Action urgency: ASAP, Date, Waiting, or Queued.
- New Contact – Filter by contact details, Status, Lead Source, Custom Filter, Deal Status, or Starred.
- New Deal – Filter by Deal Name, Stage, Expected Close Date, Custom Filter, Tag, or Deal Status.
- Updated Contact – Filter by contact details, Status, Lead Source, Custom Filter, Deal Status, or Starred.
- Updated Deal – Filter by Deal Name, Stage, Expected Close Date, Custom Filter, Tag, or Deal Status.
💡 Find more details about testing Zaps here.
Set Up Action
💡 Find available Actions here.
💡 Customizable Actions using OnePageCRM fields and details:
- Close Sales Cycle – Enter the Contact ID. The contact cannot have an open Next Action or Queued Action.
- Create Next Action – Enter the Contact ID and Next Action text. You can also set the urgency.
- Create Call – Enter the Contact ID and call result.
- Create Contact – Add contact details, including name, company, contact details, Status, Lead Source, Background, Next Action, Starred status, and Custom Fields.
- Create Note – Enter the Contact ID and Note text.
- Update Contact – Enter the Contact ID and choose the details, Status, Tags, or Custom Fields to update.
- Update Deal – Enter the Deal ID and choose the details, Custom Fields, or Deal Stage to update.
- Find Contact – Search by contact details or Contact ID. You can also create a new contact if no match is found.
- Find Deal – Search by deal, contact, or company details. You can also create a new deal if no match is found.
💡 For Find Contact and Find Deal, choose whether the Zap should continue if no match is found. Select False to skip the remaining steps.
💡 Find more details about testing Zaps here.
OnePageCRM Supported Triggers in Zapier
Jump up to Article's Overview ⮝A Trigger tells Zapier when to start a workflow.
- Closed Sales Cycle – When a Sales Cycle is closed.
- Completed Next Action – When a Next Action is completed.
- New Next Action – When a Next Action is created.
- New Call – When a Call is created.
- New Contact – When a contact is created.
- New Deal – When a deal is created.
- New Note – When a note is created.
- Updated Contact – When a contact is updated.
- Updated Deal – When a deal is updated.
OnePageCRM Supported Actions in Zapier
Jump up to Article's Overview ⮝An Action tells Zapier what to do in OnePageCRM.
Create
- Create Contact – Create a new contact.
- Create Organization – Create a new organization.
- Create Next Action – Add a Next Action.
- Create Note – Add a note to a contact.
- Create Deal – Create a new deal.
- Add Contact to Deal – Link a contact to a deal.
- Add Contact to Organization – Link a contact to an organization.
- Add Tag to Contact – Add a tag to a contact.
Search & Update
- Find Contact – Search for an existing contact.
- Find Organization – Search for an existing organization.
- Update Contact – Update contact details.
- Update Deal – Update a deal.
