Connect WhatConverts to OnePageCRM

Connect WhatConverts to OnePageCRM through Zapier to automatically sync lead data and sales information between the two platforms.

Before You Begin

To set up this integration, you will need:

• 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

Connect OnePageCRM to Zapier

To connect your OnePageCRM account to Zapier:

1. When setting up your first OnePageCRM step in a Zapier workflow, you'll be prompted to connect your account.
2. Click "Sign in to OnePageCRM".
3. Enter your OnePageCRM credentials.
4. Click "Continue".
5. Authorize Zapier to access your OnePageCRM account.
6. Your OnePageCRM account will now be connected and available for all your Zapier workflows.

Create a Custom Field in OnePageCRM

To create custom fields in OnePageCRM for storing the WhatConverts Lead ID:

1. Log in to OnePageCRM.
2. Go to "Settings" (gear icon).
3. Navigate to "Custom Fields".
4. Under Contact Fields, click "Add Custom Field".
5. Name the field "WhatConverts Lead ID" or "Lead ID".
6. Set the field type to "Single Line Text”.
7. Save the custom field.

This custom field will be available for mapping in your Zapier workflows.
 

Set Up Your Zapier Workflows

The OnePageCRM integration requires separate Zapier workflows for each type of data you want to sync. Choose which workflows you need based on your business requirements:

To send data FROM WhatConverts TO OnePageCRM

Follow the step-by-step instructions in the Send Leads from WhatConverts to OnePageCRM article to create the lead-to-contact workflow.

To send data FROM OnePageCRM TO WhatConverts

Follow the step-by-step instructions in the Send Quote and/or Sales Value from OnePageCRM to WhatConverts article to create the sales tracking workflow.

Test Your Connection

After setting up your Zapier workflows:

1. Create a test record in the source platform (lead or contact update, depending on your workflow).
2. Verify that the Zapier workflow triggers and completes successfully.
3. Check the destination platform to confirm that the data was created or updated with the correct information.
4. Review the Validate and Troubleshoot Your OnePageCRM Integration article if you encounter any issues during testing.

Related Topics

• What is the OnePageCRM Integration?
• Understand the OnePageCRM Integration
• Send Leads from WhatConverts to OnePageCRM
• Send Quote and/or Sales Value from OnePageCRM to WhatConverts
• Validate and Troubleshoot Your OnePageCRM Integration