Plugin
Updated
OnepageCRM
This Ninja Forms add-on by Stuart Sequeira sends your form submissions straight into OnePageCRM. You map form fields to contacts, deals, notes and actions, so leads from your WordPress site land in your CRM without anyone retyping them.
- Version
- 3.0.4
- Released
- Feb 8, 2023
- Developer
- Ninja Forms
- Type
- WordPress plugin
- Requires
- Ninja Forms
- Licence
- GPL
- Included in
- Every plan, or $4.79 a year on its own
What’s new in OnepageCRM 3.0.4
Version 3.0.4 · Feb 8, 2023
Latest
- FixedIncrease retrieve response count from 10 to maximum of 100.
- ChangedUpdate to centralized build.
What it does
Copying form entries into a CRM by hand takes time and invites mistakes, and custom integrations can break without warning. This add-on handles the transfer for you. It works with Ninja Forms, which needs to be on your site, and connects it to your OnePageCRM account through your API credentials. Once connected, each submission can create or update records in OnePageCRM, so your sales team sees new leads with the details visitors actually entered.
Setup happens inside Ninja Forms. You add your API credentials, then add an Add to OnePageCRM action to any form. From there you map form fields to OnePageCRM contacts, deals, notes and actions, including custom fields, which you can pull in from your CRM with a single click. You can also send fixed values alongside what the visitor submits, which helps tag or route leads. No coding is needed, so marketers can manage it as well as developers.
Best for
- Businesses using Ninja Forms and OnePageCRM together
- Sales teams tired of copying leads by hand
- Agencies managing CRM-connected forms for multiple client sites
Features
Add to OnePageCRM action
Connect a form by entering your API credentials and adding the Add to OnePageCRM action, with no code or complex configuration required.
Map to contacts and deals
Match your form fields to OnePageCRM contacts, deals, notes and actions so every submission ends up in the right place in your CRM.
Custom field mapping
Send form data into your OnePageCRM custom fields as well as the standard ones, so details specific to your sales process are captured.
One-click custom field sync
Pull custom fields from your OnePageCRM account into Ninja Forms with a single click, keeping field names consistent between the two systems.
Dynamic and static values
Send what visitors type along with fixed behind-the-scenes values, such as a lead source, to support flexible handling of each entry.
No-code setup
The settings live in the Ninja Forms interface, so marketers and developers can set up and manage integrations without technical expertise.
Questions about OnepageCRM
Do I need Ninja Forms for this to work?
Yes. This is an add-on for Ninja Forms, so it needs Ninja Forms running on your WordPress site. It adds an action to your forms that sends submissions to your OnePageCRM account.
What kinds of OnePageCRM records can a form create?
You can map form fields to OnePageCRM contacts, deals, notes and actions. That lets a single submission create a contact, attach a deal, log a note and set a follow-up action, depending on how you map it.
Can I use my own custom fields from OnePageCRM?
Yes. Custom fields can be mapped just like standard ones, and you can pull your OnePageCRM custom fields into Ninja Forms with one click instead of recreating them manually.
Do I need to write any code to connect my forms?
No. You add your API credentials, add the Add to OnePageCRM action to a form and map the fields. You can also include static values with each submission without any coding.
Is OnepageCRM free?
The code of OnepageCRM is licensed under the GPL, so anyone may use, change and share it. GPL Feast is a paid service: a plan or a single purchase gives you the download and automatic updates. The developer's own support, licence key and online services are not included.
Which version of OnepageCRM is this?
Version 3.0.4, released Feb 8, 2023. New versions appear here when the developer publishes them, and members get them as automatic updates.
How do I update OnepageCRM?
Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of OnepageCRM automatically and keeps a backup, so you can roll back.
What does OnepageCRM need?
OnepageCRM needs Ninja Forms installed and active.
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