One Page CRM integration
#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.
What your agents can do with One Page CRM
5 pre-built One Page CRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Deal
Updates an existing deal's details in OnePageCRM.
Delete Contact
Deletes an existing contact from OnePageCRM.
Create Contact
Creates a new contact in OnePageCRM.
Triggers (2)
New Deal Closed
Emit new event when a deal is successfully closed in the CRM.
New Contact Created
Emit new event each time a new contact is created in OnePageCRM.
Set up One Page CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your One Page CRM account
In Relevance AI, open Integrations and add One Page CRM, then paste your API key. You will find it in your One Page CRM account settings.
Use One Page CRM in an agent
Create a tool, add a One Page CRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put One Page CRM to work in your agents
Connect One Page CRM alongside 1,800+ other integrations and let your agents run the busywork.