How to connect OnePageCRM to Albato
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.
Select the app and click the Add a connection button.
Come up with a name for your connection.
Specify your User ID and API key.
Click the Continue button.
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.
In the Utilities section choose the API option.
In the Configuration tab copy your User ID and API key.
Paste the values into the Albato connection fields and click the Continue button.
How to set up webhook
This app requires direct webhook set up in its settings. Copy the Albato webhook URL.
In your OnePageCRM account go back to the Apps and Integrations section and choose Webhooks option in the Utilities section.
Click on the Install button.
- 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.
The connection is ready!
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