How to connect OnePageCRM to Albato

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

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.

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Select the app and click the Add a connection button.

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Come up with a name for your connection.

Specify your User ID and API key.

Click the Continue button.

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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.

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In the Utilities section choose the API option.

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

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

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How to set up webhook

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

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

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Click on the Install button.

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  • 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.

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The connection is ready!

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OnePageCRM