How to connect Tracenudges with OnePageCRM?

This guide will walk you through:

Capturing Lead & Sales Activities: Connect OnePageCRM with Tracenudges to fetch real-time lead, contact, and deal updates.

Part 1: Connect OnePageCRM API to Tracenudges

To start, you need to grab your API credentials from OnePageCRM to generate a webhook URL in Tracenudges.

Step 1: Get API Credentials from OnePageCRM

Click on your Profile/User icon in the top right corner and select Apps and Integrations.

Scroll down to the Utilities section and click on API.

Go to the Configuration tab.

Here you will find your Endpoint URL, User ID, and API Key (click "Show API Key"). Keep this tab open.

Step 2: Create Connection in Tracenudges

Go to Tracenudges > Integrations.

Search for OnePageCRM and click the Integrate button.

A popup will appear asking for your OnePageCRM credentials.

Copy the Endpoint, User ID, and API Key from your OnePageCRM tab (Step 1) and paste them into the corresponding fields in Tracenudges.

Enter a Connection Name (e.g., "CRM Leads").

Click the Create button.

Tracenudges will generate a Webhook URL. Click the Copy button to save it.

Part 2: Configure Webhook in OnePageCRM

Now that you have your Webhook URL, you need to add it to OnePageCRM to start sending data.

Step 3: Install Webhook

Go back to the Apps and Integrations page in OnePageCRM.

Scroll to the Utilities section and click on Webhooks.

Click on the Install (or Add Webhook) button.

Webhook Name: Enter a name for your reference (e.g., "Tracenudges").

Webhook URL: Paste the URL you copied from Tracenudges in Step 2.

Data Format: Select JSON from the dropdown menu.

Click Save.

Historical Data:
Once the API connection is established in Part 1, Tracenudges will automatically fetch the last 30 entries to populate your nudges immediately.

Done.

Please test by creating a new contact or deal in OnePageCRM and visiting the Tracenudges – Dashboard Data page. Here, you can see all the captured/received data with its source name.

Note:
Make sure you select this integration as the data source for your nudges (Go to Customize Nudges > Data-source and select this integration).

Important:
After making changes, check your nudges in a private/incognito browser window to avoid cache issues.

Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your Tracenudges account. We’re here to assist you promptly.

How to connect with OnePageCRM

How to connect Tracenudges with OnePageCRM?#

Part 1: Connect OnePageCRM API to Tracenudges#

Step 1: Get API Credentials from OnePageCRM#

Step 2: Create Connection in Tracenudges#