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Quickly connect OnePageCRM to The Value Builder System™ with a Zapier template.

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Create new OnePageCRM contacts from new contacts in The Value Builder System™
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The Value Builder System™ + OnePageCRM

Create new OnePageCRM contacts from new contacts in The Value Builder System™

The Value Builder System™ + OnePageCRM

How Zapier works

Zapier makes it easy to integrate OnePageCRM with The Value Builder System™ - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Closed Sales Cycle" from OnePageCRM.

Add your action

An action happens after the trigger—such as "Activate Contact Nurture Cycle" in The Value Builder System™.

You’re connected!

Zapier seamlessly connects OnePageCRM and The Value Builder System™, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your OnePageCRM to The Value Builder System™ integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect OnePageCRM and The Value Builder System™ to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Contact ID
Trigger
Polling
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Polling
Try It
- Contact ID
- Text
  Required
- Deal Status
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write
- Contact ID
- Text
  Required
Action
Write
- Deal ID
  Required
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search Phrase
- Deal ID
  Required
Action
Search
- Search Phrase
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
Try It
Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
Try It
Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
Try It
Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
Try It
- Email
  Required
- Title
  Required
- Description
  Required
- Date
  Required
Action
Write
- Email
  Required
- Filter by Tag
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- What is the purpose of opening this engagement?
  Required
- Who are you opening the engagement for?
  Required
- Is the Business Owner paying for the engagement?
  Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company Name
- Country
  Required
- City
- Address
- Phone
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Polling
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
- Comment
Action
Write
- Contact ID
- Result
- Text
  Required
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase
- Contact ID
- Include My Team Contacts
Action
Search
- Search Phrase
- Access
- User ID
Action
Search
- Search Phrase
- Deal ID
  Required
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
Try It
Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
Try It
Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
Try It
Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
Try It
- Email
  Required
Action
Write
- Email
  Required
- Subject
  Required
- Note
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Company Name
- Country
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body Type
  Required
- Body
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

Learn how to automate OnePageCRM on the Zapier blog

About OnePageCRM

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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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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