How to Set Up OnepageCRM Integration with HT Contact Form

This guide will help you connect your HT Contact Form to OnepageCRM so that form submissions automatically create new contacts, deals, and note and action in your CRM.

What You Can Do with This Integration

• Automatically create contacts in OnepageCRM
• Map form fields to OnepageCRM contact fields
• Add deals, and notes to contacts
• Assign status, lead source, and pipeline stages
• Add actions like follow-ups or reminders

Requirements

Before starting:

• One active OnepageCRM account – Sign up here
• User ID and API Key from OnepageCRM
• Administrator access to your WordPress website

How to Get OnepageCRM API Credentials

1. Go to app.onepagecrm.com and log in
2. Click on your profile icon in the top-right corner
3. Go to Apps and Integrations→ API
4. Copy your User ID and API Key
5. Keep them secure and don’t share publicly

Connect OnepageCRM to HT Contact Form

Step 1: Enable OnepageCRM Globally

1. From your WordPress dashboard, go to HT Contact Form → Integrations
2. Find OnepageCRM and toggle it ON
3. A popup will appear asking for credentials

Step 2: Enter Credentials and Save

• User ID: Paste the User ID from OnepageCRM
• API Key: Paste the API Key (will be hidden for security)
• Click Verify and Save

Add OnepageCRM to a Specific Form

1. Go to HT Contact Form → Forms
2. Click Edit on your chosen form
3. Go to the Integrations tab (top right)
4. Click Add New → OnepageCRM

Now the OnepageCRM setup panel appears on the right side.

Configure OnepageCRM Integration Feed

Basic Setup

• Enable OnepageCRM toggle – Turn it ON
• Integration Name – Give it a name (e.g., “Lead Capture Feed”)
• Service Type – Choose from:
  • Contact (create contact only)
  • Deal (create contact + deal)
  • Note (add note to existing contact)
  • Action (create follow-up tasks)

Field Mapping Options

Map your form fields to OnepageCRM fields using dropdowns or smart tags.

Standard Contact Fields

OnepageCRM Field	Notes
First Name	Required for contacts
Last Name	Optional
Email	Required (use form’s email field)
Job Title	Optional
Company Name	Optional
Phone	Choose phone type + value
URL	Choose URL type + value
Address, City, State, Zip	Supports full address breakdown
Country Code	Optional
Background / Notes	Great for custom notes

Add Contact Meta Information

You can also assign metadata to contacts:

• Starred: Yes / No
• Contact Status: e.g., Lead, Customer, Qualified
• Lead Source: e.g., Website, Event, Email

Add Deal (Optional)

If you selected Deal service:

Field	Description
Deal Name	Use smart tags (e.g. {company} - Project)
Deal Details	Can map to a form field (Name)
Deal Status	Choose: Pending, Win, Lost
Pipeline & Stage	Pulled from your OnepageCRM account
Expected Close Date	Date format (e.g., 2025-12-31)

Add Notes (Optional)

Use this section to log information with every submission.

Example note with smart tags:

New form submission:
Name: {name.first} {name.last}
Email: {email}
Message: {textarea.message}
Submitted from: {post.title} on {date}

Create Action (Optional)

If using the Action service:

• Action Type: e.g., Call, Email, Follow-up
• Date: Choose due date
• Assignee: Who should handle the action

Smart Tags Examples

Tag	Description
{email}	Email field from form
{name.first}	First name
{dropdown.service}	Dropdown selected value
{post.title}	Page/post title of form
{date}	Submission date
{site.name}	Website name

Use smart tags in any field to dynamically populate values.

Test Your Integration

1. Submit the form with test data
2. Log into your OnepageCRM dashboard
3. Confirm the contact, tags, deal, and notes are created
4. Recheck any missing or misconfigured fields

Troubleshooting Tips

Problem	Solution
Contact not created	Re-check API credentials, form mappings, and service type
Deal missing	Ensure “Create Deal” toggle is ON, required fields mapped
Tags not applied	Check spelling, format, and smart tag values
Custom fields not showing	Create them in OnepageCRM first, then reload integration
API credentials invalid	Re-copy and re-paste User ID and API Key from OnepageCRM

Best Practices

• ✅ Always test with live form submissions
• ✅ Use smart tags for dynamic content
• ✅ Keep integration names descriptive
• ✅ Don’t forget required fields: Email is always required
• ✅ Secure your API credentials

Example Setup

Form Fields:

• Name, Email, Phone, Message

OnepageCRM Setup:

• Service: Contact
• Status: Lead
• Tags: Website, Contact Form
• Notes: Inquiry from {post.title} on {date}

Quick FAQ

Q: Does it work with OnepageCRM’s free trial?
A: Yes, as long as API access is available.

Q: Can I sync existing entries?
A: No, only new submissions will sync.

Q: What if OnepageCRM is temporarily unavailable?
A: Form entries still save in WordPress and sync later when available.

Q: Can I create multiple integrations per form?
A: Yes — you can configure separate feeds with conditions.

Conclusion

The OnepageCRM integration keeps your CRM updated automatically — saving time, reducing errors, and improving your sales workflow. Configure it once, test it, and start syncing new contacts effortlessly.