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OnePageCRM Integration

This article will show you how to integrate your WhatConverts account with your OnePageCRM account to send phone calls, web forms and chats directly into your CRM platform.

Send Phone Calls to OnePageCRM

1Go to OnePageCRM. Click “Settings” then “Custom Fields“. Under Contact Fields, click “+ Add“. Name your field “Lead ID” and select “Single line text” as the Field Type. Click “Save”.

2Go to Zapier and make a Zap. Select “WhatConverts” as your Trigger App and “New Lead” as your Trigger. Connect your WhatConverts account and click “Continue”.

On the Set up WhatConverts Lead page, select “Yes” for Phone Calls (completed) and leave all other fields as “no“.

WhatConverts Phone Call Trigger

Make a new test call to your site and “Test this Step” to receive a phone call lead from WhatConverts.

3Add an Action Step with “OnePageCRM” as your Action App. Select “Create Contact” as your Action. Click “Continue“. Connect your OnePageCRM account and click “Continue“. Select the following on the Set up OnePageCRM Contact page:

    First Name or Last Name: “Caller Name
    Company: “Caller Name
    Phone Work: “Caller Number
    City: “Caller City
    State: “Caller State
    Zip: “Caller Zip
    Country: “Caller Country

Set up OnePageCRM contact

Background: Type in the following then chooose the counterpart from the drop down

    Source: “Source
    Medium: “Medium
    Campaign: “Campaign
    Content: “Content
    Keyword: “Keyword
    Landing Page: “Landing URL
    Lead Page: “Lead URL
    Duration: “Call Duration
    Call Recording: “Play Recording URL
    Lead ID: “Lead ID”

OnePageCRM set up background

Click “Continue“. Send a test to OnePageCRM, click “Finish“, give your Zap a name and turn your Zap “On“.

Send Web Form Submissions and Chats to OnePageCRM

1Go to OnePageCRM. Click “Settings” then “Custom Fields“. Under Contact Fields, click “+ Add“. Name your field “Lead ID” and select “Single line text” as the Field Type. Click “Save”.

2Go to Zapier and make a Zap. Select “WhatConverts” as your Trigger App and “New Lead” as your Trigger. Connect your WhatConverts account and click “Continue”.

On the Set up WhatConverts Lead page, select “Yes” for Web Forms and Chats leave all other fields as “no“.

Set Up WhatConverts to Send WebForms and Chats

Make a new test form submission on your site and “Test this Step” to receive a web form lead from WhatConverts.

3Add an Action Step with “OnePageCRM” as your Action App. Select “Create Contact” as your Action. Click “Continue“. Connect your OnePageCRM account and click “Continue“. Match as many of the fields on the Set up OnePageCRM Contact page as shown below to your test form (Note: A Last Name or Company Name is required).

    First Name or Last Name: “Additional Fields Name
    Company: “Additional Fields Company Name
    Phone Work: “Additional Fields Phone Number
    Background: Type in the following then chooose the counterpart from the drop down

      Source: “Source
      Medium: “Medium
      Campaign: “Campaign
      Content: “Content
      Keyword: “Keyword
      Landing Page: “Landing URL
      Lead Page: “Lead URL
      Lead ID: “Lead ID”

    Setting up a Form Template in OnePageCRM

    Click “Continue“. Send a test to OnePageCRM, click “Finish“, give your Zap a name and turn your Zap “On“.