How OnePageCRM works with Zapier

Zapier is a web automation app that connects OnePageCRM with over 1000+ apps. Start automating your workflow today and connect OnePageCRM with Zapier! 

Zapier uses a combination of Triggers and Actions to manage the flow of information between applications. 

In this article:
How to find the Zapier integration in OnePageCRM OnePageCRM Supported Triggers How to set up a Trigger in Zapier
OnePageCRM Supported Actions How to set up an Action in Zapier

How to find the Zapier integration in OnePageCRM

1
Go to your User Profile / Initials (in the top right hand corner) → Select  Apps and Integrations.  
2
Under Utilities select Zapier.
Note: This integration is pre-installed on your OnePageCRM account. 

OnePageCRM Supported Triggers

Triggers are a set of steps that tell your Zaps when to run, you can set up the following triggers:

  • New Pending Deal: Triggers when a new pending deal is created. e.g. You could notify a team member in Slack when a new pending deal is created in OnePageCRM. 
  • New Contact: Triggers when a new contact is created. e.g. When a new contact is created in OnePageCRM it will also be created in Campaign Monitor.
  • New Won Deal: Triggers when a deal is won. e.g. Automatically send the deal’s information to an invoicing software such as Quickbooks to create and send the invoice to your contact.
  • New Next Action: Triggers when a Next Action is created. e.g.You can quickly add a task to a Trello board by creating a new Next Action in OnePageCRM. 

How to set up a Trigger in Zapier

1
Login to your Zapier account → Click on Make a Zap!
2
Choose the app you wish to set up a trigger with e.g. OnePageCRM.
3
Name your Zap.
4
Select a trigger from the list e.g. New Contact → click Save +  Continue. 
5
To connect, select your OnePageCRM account → click  Save +  Continue. 
Note: If you don't have an account connected select Connect an Account and allow Zapier access. 
6
Edit Options (Add the fields/details from OnePageCRM you want to include in your zap) → click continue.

7
Once a sample contact has been found in OnePageCRM  → click continue to set up your Zap. 

OnePageCRM Supported Actions

An Action is an event a Zap performs, you can set up the following actions:

Create

  • Create Note: Adds a new Note for an existing contact (as per Find Contact above), you may wish to automatically add a note to their activity timeline, to update certain information about the contact.
    Note: To create a Note you must first Find Contacts as the second Step and then add the Create a Note Action as a third Step.
  • Create Contact: A new contact will be created. E.g. If you add a new contact to Google sheets, Zapier automatically creates a new contact in OnePageCRM.

Search 

Search actions check existing data in one of your apps and send it to OnePageCRM.

Find Contact: If you are generating leads with web forms such as Gravity forms, Zapier can check if your contact already exists in OnePageCRM. If not, a new contact can be created. 

How to set up an Action in Zapier

1
Login to your Zapier account → Click on  Make a Zap! → Select Action / Search.
2
Choose the app you wish to set up a trigger with e.g. OnePageCRM.
3
Select an Action from the list e.g. Create Contact → click  Save + Continue. 
4
To connect, select your OnePageCRM account  → click  Save + Continue

Note: If you don't have an account connected select  Connect an Account and allow Zapier access. 

5
Set up OnePageCRM Contact → click continue .
6
Test your Action, once the test is successful → click continue.
NOTES
  • OnePageCRM can be connected with all applications in Zapier's directory.
  • For more information on supported Triggers and Actions, check out Zapier's help site.
  • To trigger a Note from Zapier you must first setup the second Step to Find the Contact and then setup the third Step to Create the Note.

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