OnePageCRM

onepagecrm is a sales focused crm that helps users manage contacts, sales pipelines, and follow ups integrating onepagecrm with make com lets users automate lead capture, update deals, and trigger follow up actions across their sales process this is ai generated content based on official onepagecrm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //help onepagecrm com/article/706 contact us directly requirements to use the onepagecrm app in make, you must have an active onepagecrm account and an api key, https //www onepagecrm com for subscription, refer to the https //www onepagecrm com connect onepagecrm and {{product name}} to get started, you must first create a connection between onepagecrm and {{product name}} , allowing the two services to communicate obtain your api key in your onepagecrm account create the connection in make obtain your api key in your onepagecrm account before you create the connection in {{product name}} , you should first obtain your api key in your onepagecrm account to obtain your api key click your user or profile icon in the top right corner of the application select apps and integrations from the dropdown menu select api under the utilities section click the configuration tab click show api key next to the api key field copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help onepagecrm com/article/895 api users create the connection in {{product name}} https //www make com/en/register , add the onepagecrm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your onepagecrm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page onepagecrm modules after connecting to the onepagecrm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your address book or contact list create a next action for a contact creates a new follow up task or activity for the specified contact create a note creates a new note entry in your selected application delete a contact permanently removes the specified contact from your account delete a note permanently removes the specified notes from your account get a contact retrieves detailed information about a specified contact get a note retrieves the details of a specific note you select make an api call executes a custom api request to the connected service using your authorized credentials search contacts searches for contacts based on specified criteria search notes searches for notes based on specified criteria update a contact updates the details of a specified contact in your account update a note updates the content and details of a specified note watch action events triggers when a new action is created or when an existing action is marked as completed watch contact events triggers when a new contact is added or when an existing contact's information is modified watch new deal triggers when a new deal record is added to your account watch new note triggers when a new note is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} onepagecrm resources you can have access to more resources related to this app on the following links https //community make com/search?q=onepagecrm https //www onepagecrm com https //www onepagecrm com/api https //www make com/en/integrations/onepagecrm