Integrate with OnePage CRM

Use this article as a guide when integrating your account with OnePage CRM.

 

At any time, you can come back to the Integrations page (Settings Integrations) to make changes to the integration.

 

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.

 

Integration Overview

  • When creating a Quote in Quoter, you can search for an existing Quoter contact or create a new one automatically that will be pushed to OnePage CRM as a Contact.

  • When a Quote is created, a Deal will be added to the Deal List with the value of the Quote.

  • When a Quote is updated, a new Deal will be added and updated with the value of the Quote.

  • When a Quote is won or lost, Quoter will update the status of the Deal.

Setup Instructions

1. Navigate to Settings Integrations to select OnePageCRM under CRM:

 

2. You'll be navigated to the Add OnePage CRM dialog that will allow you to enter your credentials before clickingSave Integration: