OnePage CRM integration

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OnePage CRM integration

Introduction

The OnePage CRM integration is a powerful feature of ActiveCampaign that enables businesses to seamlessly import contacts from OnePageCRM, a web-based sales management system, into their ActiveCampaign account. This integration streamlines the process of managing customer relationships and sales pipelines by allowing users to maintain all of their contact information within a single platform. Understanding how to effectively use this integration can significantly enhance your sales efforts and customer engagement.

How to Access the Feature

To utilize the OnePage CRM integration, you must first have active accounts with both ActiveCampaign and OnePageCRM. Once these accounts are established, you can follow the setup steps outlined below to integrate the two systems and begin importing contacts.

Step-by-step Instructions

Follow these steps to successfully set up the OnePage CRM integration:

1. Log into your OnePageCRM account and navigate to the Apps > Integrations page.
2. Click on ActiveCampaign under the Communication Apps section and install the app.
3. In the Configuration tab, enter your ActiveCampaign account name and then click Save.
4. Open a new tab or window in your browser and log into your ActiveCampaign account.
5. Select Contacts from the left menu, then click the Import button.
6. Locate the “OnePageCRM” external service and click on it.
7. A modal for OnePageCRM will appear; click Next to proceed with the setup.
8. A new window will pop up. Enter your OnePageCRM login credentials and click Log In.
9. Click Allow to grant ActiveCampaign access to your OnePageCRM account.
10. Select the list you wish to add contacts to, then click the Next button.
11. Choose your import type (this selection is required). You can optionally apply a filter by selecting an option from the Saved Filter dropdown. This helps to narrow down which contacts will be imported based on custom searches created in OnePageCRM.

Once these steps are completed, OnePage CRM is successfully connected to ActiveCampaign, and contacts will now be synced automatically.

Configuration Options and Settings

When setting up the OnePage CRM integration, you will encounter several configuration options that allow you to customize the import process:

• Background - A field for background information about the contact.
• Company - The name of the company associated with the contact.
• Status - The current status of the contact in the sales pipeline.
• Tags - Labels that can be attached to each contact for easier categorization.
• Mailing address - The address at which the contact can be reached.
• Lead Source - A field specifying where or how the lead was generated.

These fields will be added as custom fields in ActiveCampaign during the import process.

Best Practices and Tips

To make the most out of the OnePage CRM integration, consider the following best practices:

• **Regular Updates**: Frequently check and update your contact lists within OnePageCRM to ensure that the information being imported into ActiveCampaign is accurate and up-to-date.
• **Utilize Custom Filters**: Take full advantage of the Saved Filter functionality in OnePageCRM to import only the relevant contacts that fit specific categories or criteria.
• **Monitor Activity Stream**: Keep an eye on the activity stream in ActiveCampaign to understand the actions associated with imported contacts, which can help you track engagement and sales efforts effectively.
• **Explore Additional Resources**: For more information, you can check out [OnePage CRM's video tutorial](https://www.youtube.com/watch?v=kZLYr23NUgE&t=4s) that explains the integration process further.

Troubleshooting

If you encounter issues during the setup or usage of the OnePage CRM integration, consider the following troubleshooting tips:

• Ensure that you have entered the correct ActiveCampaign account name during the integration setup.
• Verify that your OnePageCRM account is active and that you have the necessary permissions to complete the integration.
• If the import fails, check to see if the selected contacts meet the criteria set by any filters you might be using.
• Revisit the authorization step to ensure that ActiveCampaign has been granted the required permissions to access your OnePageCRM account.

Related Features

Explore additional integration features that enhance the capabilities of ActiveCampaign with external platforms:

• CRM - For broader context on managing customer relationships.
• Automations - To learn how to automate processes and improve marketing efforts.

FAQ

1. **What is OnePage CRM?**

  OnePage CRM is a web-based sales management system designed to help sales teams manage leads and opportunities efficiently.

2. **How do I connect OnePage CRM to ActiveCampaign?**

  You can connect by following the setup steps outlined in the article, which include logging into both accounts and authorizing the integration.

3. **What data is imported from OnePage CRM to ActiveCampaign?**

  The integration imports full name, email address, and includes additional custom fields such as Background, Company, Status, Tags, Mailing Address, and Lead Source.

4. **Can I filter which contacts to import from OnePage CRM?**

  Yes, you can select specific contacts to import by using the Saved Filter dropdown menu during the import process.

5. **Is OnePage CRM integration available for all ActiveCampaign plans?**

  Yes, the integration is available for Starter, Plus, Pro, and Enterprise plans.

6. **What should I do if the import fails?**

  Check the accuracy of your account names, verify your permissions, and ensure the contact criteria match your selected filters.

7. **Where can I find additional resources on this integration?**

  More information can be found in the [OnePage CRM tutorial video](https://www.youtube.com/watch?v=kZLYr23NUgE&t=4s) and in ActiveCampaign's help documentation.

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