Connect Onepage with Zapier

Zapier is an automation tool that helps you connect different apps and services without any programming knowledge. You can use it to automate recurring tasks and make your work more efficient.

With the integration of Onepage and Zapier, you can, for example, automatically send new form entries (leads) to your external CRM or save data in tables. This saves you time and reduces manual steps.

Possible tools that you can connect to Onepage with Zapier:

Log in to Onepage and Zapier.

If you have not yet set up a form, please do so (instructions can be found here). Then fill out the form so that a test lead is created in the internal Onepage CRM.

Open the CRM tab in Onepage and click on "Add integration". Then select "Zapier" and click on "Connect Zapier". Click here for manual connection.

A new browser tab will open. Connect Onepage to your Zapier account there.

A new Zap will be created automatically (a Zap is an automated workflow in Zapier), in which you must set up the connection to Onepage.

In the "Trigger event" field, select the "New Lead" option.

To connect your Onepage account to Zapier, you need the API key.

To do this, go to your profile settings and open the API key section.

Copy the key, as you will need to paste it in the next step.

Return to Zapier, click on "Select an account" and then on "Connect a new account".

A pop-up window will open where you must enter the copied API key.

Next, switch back to the Zap settings. Click on "Continue", select your project under "Select site" and then your lead list.

Switch to the "Test" column and check the newly set up trigger.

The leads from Onepage CRM are transferred to Zapier. You can then use one of these leads to set up your follow-up system.

Please add a new step and select your follow-up system (e.g. Google Sheets).

Under "Action Event", select the option "Create Spreadsheet Row".

Then connect your Google account in the next field. Make sure to grant Zapier all the necessary permissions so that your document can be edited correctly.

Sign in to Google Sheets and create a new file.

Add a few headers to the columns where you want to assign your lead data, e.g. first name, last name, email, telephone number.

Go back to Zapier and select your Google Drive. In the next field, select your file and then the worksheet (e.g. "Sheet1").

Then all you have to do is map the fields. When mapping, you assign the data fields from Onepage to the corresponding columns in Google Sheets.

For example, click on "First name", then on the plus sign and enter the value that is already stored in the lead in the search bar. This allows you to quickly find the matching entry in the lead data. In our example, the lead is called Alex Weber.

Select the entry where the matching value is located.

Repeat this step for all fields.

This is how our example looks like after all fields have been mapped:

Once all fields have been configured, please click on "Continue", review the summary and click on "Test Step".

Now you can check your Google Sheets spreadsheet: the test lead should be automatically entered in the spreadsheet.

Once you have ensured that the lead has been automatically transferred to your spreadsheet, you can publish the Zap.

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