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    Help Center Integrations

    OnePageCRM Integration


    New Dashboard
    Legacy Dashboard

    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".

    2Log into Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger.

    Select New Lead as the Trigger in Zapier

    Connect your WhatConverts account and click "Continue".

    On the Set up trigger page, select "Yes" for only one of the Phone Call triggers, leave all other fields as "no". In the final drop-down menu, select your profile. Click "Continue".

    Important: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    • Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
    • Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
    • Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

    Select "Test trigger". Select a lead from the drop-down and click "Continue".

    Note: If no lead is found, submit a test phone call and re-test this step of your Zap.

    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 action 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 choose 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 Forms 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 trigger page, select "Yes" for Web Forms and Chats leave all other fields as "no". Select "Test trigger". Select a Web Form lead from the drop-down and click "Continue".

    Note: If no web form lead is found, submit a test form and re-test this step of your Zap.

    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".

      If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    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 Customize Lead page, select "Yes" for Phone Calls (completed) and leave all other fields as "no". In the final drop-down menu, select the WhatConverts Profile you would like to integrate with OnePageCRM and click "Continue".

    WhatConverts Phone Call Trigger

    Make a new test call to your site and "Test & Continue" to receive a phone call lead from WhatConverts and continue to the next step.

    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 choose 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".

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    Whatconverts Features for your Business
    Call Transcription
    Lead Tracking Call Transcription Software

    Read details from your calls without the need to listen to the entire call recording.

    Call Flows - Simultaneous Dialing
    Lead Tracking Call Flows - Multi-Ring (Simultaneous) Dialing

    Route calls to multiple destination numbers at once using multi-ring functionality.

    Call Flows - Scheduled Hours and Holiday Routing
    Lead Tracking Call Flows - Scheduled Hours and Holiday Routing

    Reroute calls that occur outside your active business times.

    Call Flows - Geographic Call Routing
    Lead Tracking Call Flows - Geographic Call Routing

    All incoming calls will be directed to the business location closest to the caller.

    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

      Related Integrations
      Ad Platforms Google Ads (Adwords)

      Last update on May 20, 2020

      Google Ads (Adwords)
      Calendars and Bookings Calendly

      Last update on November 23, 2020

      Calendly
      Ecommerce Squarespace

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      Squarespace
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