How to connect OnePageCRM to Albato

OnePageCRM: CRM automation for small business
6/2/2024
·
4 min. read

In this article

OnePageCRM is an online sales CRM for small business. It has all important CRM features to bring your business to the next level.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New Deal
  • Updated Deal
  • New Call
  • New Action
  • New Contact
  • Contact Updated
  • New Note

Available Actions:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create a Contact
  • Update a Contact
  • Search Contact
  • Create a new Note
  • Create a new Action
  • Update a Deal
  • Create a new Deal
  • Search Deal
  • Custom API request

Before setting up integrations with OnePageCRM connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

OnePage.png

Come up with a name for your connection.

Specify your User ID and API key.

Click the Continue button.

OnePage (1).png

How to get API key and User ID

Sign in to your OnePageCRM account. Click on the account icon and go to the Apps and Integrations tab.

OnePage (2).png

In the Utilities section choose the API option.

OnePage (3).png

In the Configuration tab copy your User ID and API key.

OnePage (4).png

Paste the values into the Albato connection fields and click the Continue button.

OnePage (5).png

How to set up webhook

This app requires direct webhook set up in its settings. Copy the Albato webhook URL.

OnePage (6).png

In your OnePageCRM account go back to the Apps and Integrations section and choose Webhooks option in the Utilities section.

OnePage (7).png

Click on the Install button.

OnePage (8).png

  • Come up with a name for your webhook.
  • Paste the Albato webhook URL into the Webhook URL field.
  • Choose JSON in the Data format field.

Click the Save button.

OnePage (9).png

The connection is ready!

OnePage (9).png


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