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OnePageCRM Zapier integrationAutomate OnePageCRM with Zapier.

The OnePageCRM Zapier integration covers 9 triggers, 8 actions and 3 searches. Contacts, deals, calls, notes and Next Actions can start a Zap, be created or updated by one, and be looked up mid-way, so your CRM stays in step with the rest of your tools.

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Overview

What the OnePageCRM Zapier integration does for you

Zapier is a service that makes your apps work together, without code. Plugged into OnePageCRM, the CRM organised around one Next Action per contact, it reacts to what happens in your pipeline, writes contacts, deals, calls and notes for you, and looks up existing records so nothing gets created twice.

Three results teams usually build. A contact created in OnePageCRM for every lead your website or forms collect, using Create Contact, or the find-or-create variant of Find Contact when the person may already be there. A team channel or tracker that hears about each new opportunity, built on New Deal. And a hand-off to billing when a deal is won, built on Closed Sales Cycle.

One detail is worth more than any other on a free plan. Seven of the nine triggers poll: Zapier checks OnePageCRM on a timer, every 15 minutes on Free. Only New Next Action and Completed Next Action are instant: OnePageCRM tells Zapier itself and the Zap starts right away, whatever the plan. If speed matters, build around Next Actions.

What Zapier does not do here: there is no action to delete a contact, a deal or a note, and nothing to edit a call after it is logged. Most actions also expect a Contact ID, so the contact has to exist before the Zap writes to it.

To place this in context, two pages to keep at hand: Zapier review and n8n vs Zapier.

Vocabulary

Zapier words, in plain English

Eight terms come back on every line of this page. One sentence each.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts a Zap, such as a new deal, an updated contact or a Next Action marked done in OnePageCRM.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, like creating a note.
Task
The unit Zapier bills: one action completed successfully. The allowance on your plan is a monthly count of those.
Polling vs instant
Polling: Zapier checks the app on a timer for new items. Instant: the app tells Zapier itself. OnePageCRM has both kinds.
Filter
A step that lets the Zap continue only when what arrived meets the condition you set, and stops it there otherwise.
Search step
A step that looks up something already in an app, such as an existing contact, so later steps can use what it found.
Connection
Your OnePageCRM account linked to Zapier once, then reused by every step of every Zap that touches the CRM.
Cost

What it really costs

Zapier bills tasks, and only actions that work are counted. Watching OnePageCRM for new deals or contacts costs nothing, however often Zapier checks.

  • Trigger, polling or instant0 tasks
  • Successful action1 task each
  • Failed actionNot counted
  • Free plan100 tasks a month, two-step Zaps
  • Search or filter in the ZapPaid plan needed

The free plan gives you 100 tasks a month, unlimited Zaps and a polling check every 15 minutes. OnePageCRM is not reserved for paid plans, so it runs on Free. The catch is the step count: a free Zap is one trigger plus one action. A search step, a filter or a second action makes it multi-step, and that needs a paid plan, which matters here since so many actions want a Contact ID found first. Failed actions are not counted; a Zap with three actions uses three times what a one-action Zap uses.

Connect

Connect your OnePageCRM account

  1. 01

    Open Apps and start a connection

    In your Zapier account, go to the Apps page and click + Add connection. A dialog opens with a search box: type OnePageCRM and pick it from the results.

  2. 02

    Sign in to OnePageCRM

    Click Add connection. A new tab opens on the OnePageCRM sign-in. Log in with the user whose contacts and deals the Zaps should read and write, since every step runs with that user's rights.

  3. 03

    Grant access

    Allow Zapier to access the account. The connection is saved and reused by every OnePageCRM step. If the Zap must touch contacts owned by teammates, make sure your user has read or write access to them.

First Zap

Your first Zap: chain the next Next Action

GoalWhen a rep ticks off a Next Action of the right kind, a follow-up Next Action is created on the same contact.

  1. 01

    Pick the trigger

    Build a new Zap. Choose OnePageCRM as the app that starts it and Completed Next Action as the event, then select your connection. It is instant, so no polling delay applies.

  2. 02

    Test on a real completion

    Run the trigger test. Zapier brings back the three most recent completed Next Actions of your account. Pick one, so every mapping that follows uses real data.

  3. 03

    Add the filter

    Click the plus icon, choose Filter and fill the three boxes: the field to look at, the rule, the value to compare with. A text rule only works on text, a number rule only on numbers.

  4. 04

    Add Create Next Action

    Add the action step, OnePageCRM again, event Create Next Action. Map the contact from step 1 into Contact ID and write the Text of the follow-up, both mandatory.

  5. 05

    Test, then publish

    Test each step and read what came back. Then click Publish to switch the Zap on. With the filter it is a multi-step Zap, so it runs on a paid plan.

Triggers

OnePageCRM triggers

9 events start a Zap when something happens in OnePageCRM, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Closed Sales Cycle

Polling trigger

In Zapier“Triggers when a sales cycle is closed.”

Picks up each contact whose sales cycle has just been closed in OnePageCRM and hands it to the next steps, which makes it the natural start for everything that happens after a deal is won.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a closed cycle should open a customer file in your invoicing tool so the accountant can bill without being chased.
Watch out
cycles closed before the Zap goes live are never sent; only new closures come through.
2

Completed Next Action

Instant trigger

In Zapier“Triggers when a next action is completed.”

Reacts when someone ticks off a Next Action, the single to-do OnePageCRM keeps for each contact, and passes that completed step along the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a rep finishes a demo call and the team tracker should show it done, with a follow-up queued on the contact.
Watch out
instant on every plan, it is one of only two triggers here that skip the polling delay, so it is the one to choose when timing matters.
3

New Next Action

Instant trigger

In Zapier“Triggers when a new next action is added.”

Catches every Next Action added to a contact, the moment it lands in the pipeline, so the to-do can be mirrored elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
reps live in their calendar or task app and want each new Next Action copied there instead of opening the CRM.
Watch out
a Zap that answers this trigger with Create Next Action sets itself off again and again, and burns through the task count fast.
4

New Call

Polling trigger

In Zapier“Triggers when a new call is created.”

Sends each call logged against a contact down the Zap, so call activity can be tracked outside OnePageCRM.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a sales manager keeps a shared sheet of every call made by the team, to compare activity between reps without exporting reports.
Watch out
on Free a call can wait up to 15 minutes before it reaches the Zap; Professional brings that down to 2 minutes.
5

New Contact

Polling trigger

In Zapier“Triggers when a contact is created.”

Starts a Zap each time a contact is created in OnePageCRM and carries that new record into your other tools.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
every new contact should join your email marketing list, so nobody has to copy addresses across by hand.
Watch out
the Include My Team Contacts setting decides whether contacts owned by other users of your account count as well; check it before you test.
6

New Deal

Polling trigger

In Zapier“Triggers when a deal is created.”

Fires on each deal created in the CRM and passes it to the following steps, which gives the rest of the company a view of the pipeline as it grows.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
the founder wants a message in the sales channel for every new opportunity, without a CRM seat.
Watch out
deals already in OnePageCRM when you publish stay out of the Zap; moving that backlog is a separate job.
7

New Note

Polling trigger

In Zapier“Triggers when a new note is created.”

Brings every note written on a contact into the Zap, so what reps learn on calls and visits does not stay locked in the CRM.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
customer success wants sales notes copied into its own tool before the kickoff with a new client.
Watch out
a Zap built on this trigger that ends with Create Note on the same account will feed itself in a loop.
8

Updated Contact

Polling trigger

In Zapier“Triggers when a contact is updated.”

Notices when a contact's record changes and sends the updated version down the Zap, which keeps other tools in line with the CRM.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a customer record is corrected in OnePageCRM and the helpdesk copy of that customer should follow.
Watch out
pairing it with Update Contact on the same records creates a loop, and like New Contact it has an Include My Team Contacts setting to check.
9

Updated Deal

Polling trigger

In Zapier“Triggers when a deal is updated.”

Watches existing deals and starts the Zap when one of them is edited, so the change can travel to the people who track the numbers.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
finance keeps a forecast sheet and wants each deal edit reflected there rather than rebuilt by hand.
Watch out
a Zap that answers it with Update Deal on the same deal keeps triggering itself.
Actions

OnePageCRM actions

OnePageCRM gives you 8 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Close Sales Cycle

Action

In Zapier“Closes the sales cycle for a specific contact.”

Closes the sales cycle of a given contact from outside the CRM, which marks the end of the selling stage for that person.

When to use it
a payment confirmed in your billing tool means the sale is done and the cycle can close.
Watch out
Contact ID is mandatory, and a Zap on Closed Sales Cycle should not end on this action.
2

Create Next Action

Action

In Zapier“Creates a new Next Action for contact.”

Gives a contact its next to-do, so the follow-up is set by the Zap rather than remembered by a person.

When to use it
a meeting is booked in your scheduling tool and the rep needs a preparation task on that contact.
Watch out
Contact ID and Text are mandatory; leave either empty and the step fails.
3

Create Call

Action

In Zapier“Adds a new call to a contact.”

Logs a call on a contact from another tool, which keeps call history complete even when calls happen outside the CRM.

When to use it
your phone system records a finished call and the contact's history in OnePageCRM should show it.
Watch out
Contact ID is mandatory, so match the caller to a contact first.
4

Create Contact

Action

In Zapier“Creates a new contact in OnePageCRM.”

Adds a fresh contact to OnePageCRM from whatever the trigger brought in, such as a form entry or a new customer elsewhere.

When to use it
leads from your website should land in the CRM without retyping.
Watch out
if the person may already exist, use the find-or-create variant of Find Contact instead, so you do not end up with two records.
5

Create Deal

Action

In Zapier“Creates a new deal.”

Opens a new deal on an existing contact, which puts the opportunity in your pipeline straight from another app.

When to use it
a quote request arrives through a form and should become a deal for the rep who owns the contact.
Watch out
Contact ID and Name are both mandatory, so the contact must exist first.
6

Create Note

Action

In Zapier“Adds a new note to a contact.”

Writes a note on a contact, which turns information from other apps into context the rep sees on the record.

When to use it
a support ticket closes and the account owner should see a summary on the contact.
Watch out
Contact ID and Text are mandatory, and a Zap that starts on New Note and ends here will loop.
7

Update Contact

Action

In Zapier“Updates a contact in OnePageCRM.”

Changes an existing contact with fresh information from another app, without touching the fields you leave alone.

When to use it
a customer edits their details in your billing tool and the CRM should match.
Watch out
only mapped fields are updated; to empty a field on purpose, type a space in it. Contact ID is mandatory.
8

Update Deal

Action

In Zapier“Updates an existing deal in OnePageCRM.”

Edits a deal that already exists, so its record follows what happens in other tools.

When to use it
a signed quote in your proposal software should move the matching deal forward.
Watch out
Deal ID is mandatory, and as with contacts only mapped fields change; a space clears a field.
Searches

OnePageCRM searches

3 search steps look for data that already exists in OnePageCRM, so a later step can use it.

A search step finds a record that already exists and hands it to the steps that follow. In the editor, OnePageCRM searches sit at the bottom of the Action event list, under SEARCH. Whether a search wants an exact value or something close is decided by OnePageCRM, not by Zapier. Three settings decide what happens next.

1

Find Contact

SearchFind or create

In Zapier“Find a contact in OnepageCRM.”

Looks up an existing contact so later steps get its Contact ID, the value most OnePageCRM actions require.

When to use it
a form entry arrives and you want to add a note to the right person.
Watch out
the editor also lists Find or Create a Contact; it is this same search with the create box ticked, not another operation. Include My Team Contacts widens it to colleagues' contacts.
2

Find Deal

SearchFind or create

In Zapier“Find a deal in OnepageCRM.”

Retrieves a deal already in the pipeline, which gives Update Deal the Deal ID it insists on.

When to use it
a signed contract in another app should update the matching deal.
Watch out
Find or Create a Deal in the editor is this search with the create box ticked, so a missing deal gets created instead of stopping the Zap.
3

Find User

Search

In Zapier“Find an user in OnepageCRM.”

Finds a user of your OnePageCRM account, so a later step can use who it found.

When to use it
a lead comes in for a region and the Zap needs the colleague who covers it.
Watch out
with nothing found and the default setting, the Zap stops at this step.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When it breaks

Zapier attaches no help article to OnePageCRM, and no limit specific to the app is documented. The failures below come from how Zapier works and from the required fields of the operations.

  • Old records never come through

    A Zap only reacts to what happens after you switch it on. Contacts, deals and notes already in OnePageCRM are not picked up; moving that backlog is a separate job.

  • Update triggers that feed themselves

    Updated Contact with Update Contact, or Updated Deal with Update Deal, on the same records: the Zap fires again and again and drains the task count.

  • A missing Contact ID

    Six actions refuse to run without a Contact ID. When the trigger comes from another app, put Find Contact in front to fetch it, which makes the Zap multi-step.

  • Empty fields that do not clear

    Update Contact and Update Deal only change the fields you map. A blank stays as it was; type a space in a field when you really want it emptied.

  • A sudden flood gets held back

    After a bulk import or a migration, a trigger can return a huge batch at once, and Zapier's flood protection may hold it back.

  • No duplicates on polling

    On a polling trigger Zapier remembers what it has already seen, so the same contact or deal never starts the Zap twice.
Need help

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FAQ

OnePageCRM and Zapier: common questions

01Is the OnePageCRM Zapier integration free?
Yes. OnePageCRM is not one of the apps Zapier keeps for paid plans, so it works on the free plan. That plan gives you 100 tasks a month and as many Zaps as you like, with polling triggers checked every 15 minutes. The limit is the shape of the Zap: one trigger and one action. A search step, a filter or a second action makes it multi-step, and that needs a paid plan. With this CRM that comes up fast, since many actions need a Contact ID found by a search first.
02How many tasks does a OnePageCRM Zap use?
One per successful action, nothing for the trigger. Zapier can watch OnePageCRM for new deals or contacts as often as your plan allows without spending a task. Each completed action, such as Create Note or Update Deal, counts once. An action that fails is not counted. In a Zap with several actions, every successful one counts on its own, so three actions mean three times the tasks of one. A few apps and actions take more than one task when they complete, so check the step in the editor.
03Are OnePageCRM triggers real time?
Two of them are. New Next Action and Completed Next Action are instant: OnePageCRM tells Zapier itself and the Zap starts right away, on any plan, with a lightning bolt in the editor. The seven others poll, so the delay depends on the plan: 15 minutes on Free, 2 minutes on Professional, 1 minute on Team and Enterprise. On paid plans the interval can be changed, and a check can be run by hand from the editor. The type is set by the app and cannot be switched.
04What do you need to connect a OnePageCRM account?
A OnePageCRM user account, plus read or write access to any contacts or deals you do not own yourself and want the Zap to touch. Then three moves. Open the Apps page of your Zapier account and click + Add connection. Search for OnePageCRM and pick it. Click Add connection, sign in to OnePageCRM in the tab that opens, and grant Zapier access. The connection is saved once and every OnePageCRM step reuses it, so each new Zap skips the sign-in.
05Why does Update Contact not clear a field?
Because it only changes the fields you map. Update Contact and Update Deal are built to protect existing data: a field left blank in the Zap is ignored, not emptied. To clear a value on purpose, type a single space in that field. Both actions also need an identifier, Contact ID for the first and Deal ID for the second, so the record must be found first, often with Find Contact or Find Deal. And never run them in a Zap that starts on Updated Contact or Updated Deal for the same records.
06What if the OnePageCRM operation you want is not listed?
Then Zapier does not offer it for this app. The editor shows 20 operations: nine triggers, eight actions and three searches, plus two find-or-create variants that are not separate operations. There is no action to delete a contact, a deal or a note. The usual workaround is a search to reach the record, then the closest action available, or another app in the same Zap. If the missing operation is central to the project, that is a fair reason to compare automation tools before building anything.
07Zapier, Make or n8n for OnePageCRM?
Choose on criteria, not on reputation. First, coverage: on Zapier, OnePageCRM brings nine triggers, eight actions and three searches, so check that each tool lists what your scenario needs, deletions included. Second, delay: on Zapier only the two Next Action triggers are instant, the others wait up to 15 minutes on Free. Third, the shape of your workflow: since most actions need a Contact ID, many Zaps here require a search step and therefore a paid plan. Weigh those points against your budget and skills.
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