STEP 1
Connect Close CRM and OnePageCRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Close CRM and OnePageCRM Integration
Connect Close CRM and OnePageCRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Close CRM and OnePageCRM
Detailed info you need to know about Close CRM and OnePageCRM integrations in WEXTL. Explore which modules apps support and how you connect them.
OnePageCRM
Action CRM — contacts, deals, notes, and next actions. [6]
How to connect Close CRM to OnePageCRM
Set up your Close CRM and OnePageCRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and OnePageCRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Close CRM and OnePageCRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and OnePageCRM work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and OnePageCRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Close CRM triggersOnePageCRM actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List EmailsRetrieves a list of emails.
- List Email ThreadsLists email threads.
- List Form SubmissionsLists form submissions.
OnePageCRM modules
- Add a Deal AttachmentCreate attachment and assign it to an existing deal.
- Add a Meeting AttachmentCreate attachment and assign it to an existing meeting.
- Create a CallCreate a new call.
- Create a ContactCreate a new contact.
- Create a Contact CallCreate a call for a specific contact.
- Create a Contact DealCreate a deal for a specific contact.
- Create a Contact MeetingCreate a meeting for a specific contact.
- Create a Contact NoteCreate a note for a specific contact.
- Create a DealCreate a new deal.
- Create a Lead SourceCreate a new lead source.
- Create a MeetingCreate a new meeting.
- Create an ActionCreate a new action.
- Create an AttachmentCreate a new attachment.
- Create a NoteCreate a new note.
- Create a StatusCreate a new status.
- Delete a CallDelete a specific call.
- Delete a ContactDelete a specific contact by a provided contat Id.
- Delete a DealDelete a specific deal by a deal Id.
- Delete a Lead SourceDelete a specific lead source.
- Delete a MeetingDelete a specific meeting.
- Delete an ActionDelete a specific action.
- Delete an AttachmentDelete a specific attachment.
- Delete a NoteDelete a specific note.
- Delete a StatusDelete a specific status.
- Get a CallGet a specific call.
- Get a CompanyGet a specific company by a given company Id.
- Get a ContactGet a specific contact by a given contact Id.
- Get a DealGet a specific deal by a given deal Id.
- Get a Lead SourceGet a specific lead source.
- Get a MeetingGet a specific meeting.
- Get an ActionGet a specific action.
- Get a NoteGet a specific note.
- Get a StatusGet a specific status.
- Get a UserGet a specific user.
- Link Company ContactLink a contact to a specific company.
- List ActionsGet a list of actions.
- List CallsGet a list of calls.
- List CompaniesGet a list of companies.
- List Contact CallsGet all calls for a specific contact.
- List Contact DealsGet all deals for a specific contact.
- List Contact MeetingsGet all meetings for a specific contact.
- List Contact NotesGet all notes for a specific contact.
- List ContactsGet a list of contacts.
- List DealsGet a list of deals.
- List Lead SourcesGet the list of lead sources.
- List MeetingsGet a list of meetings.
- List NotesGet a list of notes.
- List StatusesGet the list of statuses.
- List UsersGet the list of users.
- Make an API CallPerform an arbitrary authorized API request to OnePageCRM API.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and OnePageCRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Close CRM and OnePageCRM.
Connect your Close CRM and OnePageCRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Add a Deal Attachment" in OnePageCRM. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); OnePageCRM has 63 actions (including Add a Deal Attachment, Add a Meeting Attachment, and Create a Call). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Close CRM-to-OnePageCRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Close CRM (or OnePageCRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Close CRM + OnePageCRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Close CRM and OnePageCRM integration.
- Close CRM and OnePageCRM integration source code, module specs and credentials implementation.
- Our Close CRM and OnePageCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and OnePageCRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Close CRM integration information
- OnePageCRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library