--- title: OnePageCRM slug: onepagecrm description: How to integrate OnePageCRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_onepagecrm.png docTags: createdAt: 2025-02-03T13:28:36.235Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/onepagecrm.png" alt="OnePageCRM logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [OnePageCRM](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, [create your account on OnePageCRM](https://www.onepagecrm.com). For subscription, refer to the [OnePageCRM pricing page](https://www.onepagecrm.com). # Connect OnePageCRM and Make To get started, you must first create a connection between OnePageCRM and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your OnePageCRM account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your OnePageCRM account Before you create the connection in Make, you should first obtain your **API Key** in your OnePageCRM account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Click your** user or profile icon** in the top-right corner of the application. ::: :::WorkflowBlockItem Select** Apps and Integrations** from the dropdown menu. ::: :::WorkflowBlockItem Select API under the Utilities section. ::: :::WorkflowBlockItem Click the** Configuration tab**. ::: :::WorkflowBlockItem Click Show** API key** next to the** API key** field. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://help.onepagecrm.com/article/895-api-users) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the OnePageCRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # OnePageCRM modules After connecting to the OnePageCRM app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Next Action for a Contact Creates a new follow-up task or activity for the specified contact. ::: :::ExpandableHeading ### Create a Note Creates a new note entry in your selected application. ::: :::ExpandableHeading ### Delete a Contact Permanently removes the specified contact from your account. ::: :::ExpandableHeading ### Delete a Note Permanently removes the specified notes from your account. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specified contact. ::: :::ExpandableHeading ### Get a Note Retrieves the details of a specific note you select. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Contacts Searches for contacts based on specified criteria. ::: :::ExpandableHeading ### Search Notes Searches for notes based on specified criteria. ::: :::ExpandableHeading ### Update a Contact Updates the details of a specified contact in your account. ::: :::ExpandableHeading ### Update a Note Updates the content and details of a specified note. ::: :::ExpandableHeading ### Watch Action Events Triggers when a new action is created or when an existing action is marked as completed. ::: :::ExpandableHeading ### Watch Contact Events Triggers when a new contact is added or when an existing contact's information is modified. ::: :::ExpandableHeading ### Watch New Deal Triggers when a new deal record is added to your account. ::: :::ExpandableHeading ### Watch New Note Triggers when a new note is added to your account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # OnePageCRM resources You can have access to more resources related to this app on the following links - [OnePageCRM topics on Make community](https://community.make.com/search?q=OnePageCRM) - [OnePageCRM website](https://www.onepagecrm.com) - [OnePageCRM API documentation](https://www.onepagecrm.com/api) - [OnePageCRM page on make](https://www.make.com/en/integrations/onepagecrm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::