OnePageCRM Help & Support

What OnePage CRM Triggers and Actions are Supported?

Supported Triggers#

  • New Pending Deal - Triggers when a new pending deal is created.
  • New Contact - Triggers when a new contact is created.
  • New Won Deal - Triggers when a deal is won.
  • New Next Action - Triggers when a new next action is set.

Supported Actions#

  • Create Note - Adds a new Note for previously found contact, using Contact ID from Search Contact action.
  • Create Contact - Creates a new contact in OnePageCRM.

Supported Searches#

  • Find Contact - Find a contact in OnepageCRM.
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How to Get Started with OnePage CRM on Zapier

To get started with OnePage CRM, first click to add a OnePage CRM account in your Zap.

Click to add a OnePage CRM account

Next, you'll name this OnePage CRM account.

Name the OnePage CRM account inside Zapier

You should then get a pop-up window from OnePage CRM asking you to log-in to authorize the connection between that OnePage CRM account and Zapier.

Log in to authorize your OnePage CRM account Click accept to authorize your OnePage CRM account

After logging in, you'll get sent back to your zap where you now have your OnePage CRM account connected!

Your OnePage CRM account is authorized

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Common Problems with OnePage CRM

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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