Selzy integration with OnePageCRM

Below, you will find instructions on how to set up integration between Selzy and OnePageCRM. Once set, the integration allows the transfer of contact information from OnePageCRM to Selzy.

Setting up a new integration in Selzy

In your Selzy account, navigate to the Integrations section of the main menu, then go to My Integrations and click on Apps:

How to connect OnePageCRM with Selzy

The Apps tab contains integrations that you set up with other services. Click on Add a connection to set up a new integration:

How to connect OnePageCRM with Selzy

In the pop-up window select OnePage CRM or type “onepage” in the search bar. Click on the OnePageCRM icon once again and then click on the Add a connection button.

How to connect OnePageCRM with Selzy

The integration builder will appear, where you need to set up the parameters marked with red asterisk (*) for the OnePageCRM integration to work.

You can leave the default Name your connection field as “My Account OnePage CRM” or set your own.

How to connect OnePageCRM with Selzy

To fill out the User ID and API Key fields, open a new tab in your browser and go to your OnePageCRM personal account. Click on the account icon in the top right corner of the screen and, from the drop-down menu, select Apps and Integrations.

How to connect OnePageCRM with Selzy

Then go to the API section.

How to connect OnePageCRM with Selzy

From the Configuration tab, copy the User ID and API Key fields.

How to connect OnePageCRM with Selzy

Then, go back to Selzy and paste the User ID and the API Key that you copied into the corresponding field in the Create a connection window. Click Continue.

How to connect OnePageCRM with Selzy

A pop-up will appear notifying you that the connection with OnePageCRM has been successfully created. However, since the integration between OnePageCRM and Selzy uses webhooks, you will need to add the webhook created by Selzy to OnePageCRM to finalize the connection setup.

How to connect OnePageCRM with Selzy

Go to Integrations My Integrations Apps. Select OnePageCRM from the list of connected apps, then press Access, and the webhook URL will be in the corresponding field for you to copy it. Click the copy icon.

How to connect OnePageCRM with Selzy

Then, open your OnePageCRM account settings and go to the Apps and Integrations section. Find Webhooks in the list and click it.

How to connect OnePageCRM with Selzy

Click on the green Install button.

How to connect OnePageCRM with Selzy

Now you can customize your webhook:

  1. Enter a name for the webhook.
  2. Paste the webhook URL from Selzy into the Webhook URL field.
  3. Leave the Secret Key blank.
  4. For the Data Format field, select JSON.
  5. Click Save.

How to connect OnePageCRM with Selzy

The Configure Webhooks section will be updated with the information about the webhook configuration and you will see a success message that webhooks have been enabled.

How to connect OnePageCRM with Selzy

Selecting OnePageCRM as the data source

To start collecting data from OnePageCRM, you need to create a new automation and set up a trigger, an event that is going to trigger the data collection, and further actions in Selzy.

In your Selzy account, go Integrations → My integrations → Automations → + New automation:

How to connect OnePageCRM with Selzy

Automation builder will open. Click Select an app to send the data.

How to connect OnePageCRM with Selzy

The Set up a trigger window will open and you will be able to select a trigger event from the drop-down menu. Among the available options are: New Deal, Updated Deal, New Call, New Action, New Contact, Contact Updated, etc.

How to connect OnePageCRM with Selzy

For the purposes of this guide, let’s select New Contact as a trigger (2). With this trigger selected, the data will be transferred to Selzy each time you add a new contact in OnePageCRM.

For (1) and (3), choose OnePage CRM.

When you are ready, at the bottom right corner of the window, click Continue.

How to connect OnePageCRM with Selzy

Setting up an action in Selzy

After you set up the trigger, set up an action to be performed in Selzy. In the integration builder, click on Select an app to receive the data.

How to connect OnePageCRM with Selzy

In the Add an action window, set the action parameters. For the New contact trigger, choose the Add a new contact action in Selzy.

Once you select all the parameters, click Add an action button at the bottom right corner of the window.

How to connect OnePageCRM with Selzy

Data mapping

Now, you need to perform data mapping. This ensures that the data from OnePageCRM is correctly transferred and utilized by Selzy to perform the set action(s).

For example, assign New Contact: Email addresses associated with the contact from OnePageCRM to Email in Selzy, and so on.

Additionally, set a Double Opt-In option based on whether or not you need to obtain consent from the customer to receive your emails.

How to connect OnePageCRM with Selzy

Finalizing the integration setup

Review the settings to ensure they are correctly configured. At the bottom of the integration builder, click Start to activate the integration.

How to connect OnePageCRM with Selzy

Testing the integration

To test whether everything works, add a new contact in OnePageCRM. Then, go to Selzy and check if the data has been correctly transferred and the set follow-up action has been performed.

We recommend testing the integration with test data rather than using real customer data. Using test data also allows you to experiment with the data transfer option and find the combination of triggers and actions that will work best for you.

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