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.

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


OnePageCRM

Related articles

Show more
Want to learn automation tricks?
2 min. read

Want to learn automation tricks?

Explore what’s new in Albato: features, apps, and improvements

How to Connect Snowflake to Albato Using OAuth2
3 min. read

How to Connect Snowflake to Albato Using OAuth2

By connecting Snowflake to Albato you can streamline data flows across multiple business apps without manual effort.

How to Connect Apollo to Albato
3 min. read

How to Connect Apollo to Albato

Create integrations with Apollo in Albato to automate lead generation, streamline contact management.

AI Agent Useful Case Studies: Enhancing Business Operations
8 min. read

AI Agent Useful Case Studies: Enhancing Business Operations

In this article, you'll learn what AI agents are, how they work, and how they can add value through useful case studies in different niches from content and marketing to healthcare and retail.

How to Scale a Business with No Code
8 min. read

How to Scale a Business with No Code

In this article, you’ll learn how to scale a business with no code and choose the right tools for the job.

What Are White-Label Integrations for SaaS
7 min. read

What Are White-Label Integrations for SaaS

In this article, we explain what white-label integrations for SaaS are, explore their benefits and drawbacks.

Work Smarter, Not Harder
2 min. read

Work Smarter, Not Harder

Explore what’s new in Albato: features, apps, and improvements

In-house vs. Unified API vs. Embedded iPaaS: Key Differences & Best Use Cases
8 min. read

In-house vs. Unified API vs. Embedded iPaaS: Key Differences & Best Use Cases

In this article, you will learn the key differences between in-house integration development, Unified APIs and Embedded iPaaS to choose the best strategy for your SaaS product.

What the Ansoff Growth Matrix Is and How to Use It
8 min. read

What the Ansoff Growth Matrix Is and How to Use It

In this article, you will learn the definition of the Ansoff Growth Matrix, how it works, and how to use it for strategic planning in your business.

White-Label Albato Embedded vs. Zapier Embed: Solution Comparison
6 min. read

White-Label Albato Embedded vs. Zapier Embed: Solution Comparison

In this article, you will learn about the features and pricing fo Albato Embedded vs Zapier to help you find the best white-label integration solution for your needs.

Big News for AI Enthusiasts
2 min. read

Big News for AI Enthusiasts

Explore what’s new in Albato: features, apps, and improvements

Top 15 Tools for Outreach 2025
20 min. read

Top 15 Tools for Outreach 2025

In this article, you will find 15 top tools for outreach that help with contact enrichment, lead scoring, and more.