Send Leads from WhatConverts to OnePageCRM

Create a Zapier workflow that automatically sends new leads from WhatConverts to OnePageCRM as contacts.

Before You Begin

Make sure you have:

Completed the setup steps in the Connect WhatConverts to OnePageCRM article
A OnePageCRM account
A Zapier account
Your WhatConverts API key:
- For Master Account integrations: Generate a Master API Key
- For Profile integrations: Generate a Profile API Key

Note: Make sure to create the custom field in OnePageCRM to store the Lead ID.

To build your Zapier workflow for sending leads from WhatConverts to OnePageCRM:

Log in to your Zapier account.
In the left-hand menu, click "+ Create", then click "Zaps".
Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "WhatConverts".
Choose "New Lead" as the trigger event. Click "Continue".
Connect your WhatConverts account using your Profile ID and Secret Token.
Test the trigger to verify the connection works and review sample lead data.

Click the Action step to select a platform.
Search for and select "OnePageCRM". Choose "Create Contact" as the action, then click "Continue".
If not already connected, sign in to your OnePageCRM account.
Map the following fields from the WhatConverts lead (Step 1):
- Custom Field Lead ID: Map the "Lead ID" from Step 1 (this is critical for future updates)
- Additional fields as needed from your lead data
Test this step to create a test contact in OnePageCRM and verify the contact appears correctly.

Once you've successfully tested all steps:

Review the entire workflow to ensure all mappings are correct.
Verify the Lead ID custom field is properly mapped.
Click "Publish" to activate the Zap.
Monitor the first few leads that come through to ensure contacts are created correctly.

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.