--- title: OnePageCRM API Integration on Truto slug: onepagecrm category: CRM canonical: "https://truto.one/integrations/detail/onepagecrm/" --- # OnePageCRM API Integration on Truto **Category:** CRM **Status:** Generally available ## Unified APIs ### Unified CRM API - **Accounts** — The accounts represent a company in a CRM. - **Contacts** — The contacts represent an existing point of contact at a company in a CRM. - **Engagement Types** — The engagement types represent an interaction activity in a CRM. - **Engagements** — The engagements represent an interaction noted in a CRM. - **Fields** — The fields of entities in a CRM. - **Notes** — The notes represent a note on another object in a CRM. - **Opportunities** — The opportunities represent an opportunity in a CRM. - **Pipelines** — - **Stages** — The stages represent a stage of an opportunity in a CRM. - **Tasks** — The tasks represent a task in a CRM. - **Users** — The users represent a user in a CRM. ### Unified User Directory API - **Roles** — The Role object represents a role of a User. - **Users** — The User object represents a User. ## How it works 1. **Link your customer's OnePageCRM account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach OnePageCRM.** The Proxy API is a 1-to-1 mapping of the OnePageCRM API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Push prospected leads directly into reps' Action Streams** — If you build a prospecting or lead enrichment tool, your users expect captured leads to land in OnePageCRM with a Next Action attached — not buried in a static database. Integrating via Truto lets you create Contacts, link them to Accounts, and assign follow-up Tasks so leads appear in the rep's daily workflow immediately. - **Log meeting intelligence and advance deals automatically** — Conversational AI and meeting recorder platforms can use Truto to post call summaries as Notes or Engagements on the matching OnePageCRM Contact, move the associated Opportunity to the next Pipeline Stage, and create a follow-up Task — giving reps a seamless post-meeting workflow without manual data entry. - **Sync form submissions into OnePageCRM as actionable leads** — Web-form, chatbot, and lead-capture SaaS products can check for existing Contacts, create new ones with the correct custom Fields and Lead Source, open an Opportunity at the right Stage, and attach a Task so the inbound request is never missed by the assigned rep. - **Trigger accounting or quoting workflows from deal stage changes** — Proposal, CPQ, and invoicing platforms can read Opportunities, Pipelines, and Stages from OnePageCRM to kick off document generation or billing when a deal hits a specific status — keeping revenue operations in sync without requiring reps to switch tools. - **Sync call and SMS activity back to CRM contact timelines** — Cloud telephony and communication platforms can log calls and messages as Engagements on the correct Contact record in OnePageCRM, append details as Notes, and create follow-up Tasks — ensuring every customer touchpoint is captured and acted on. ## What you can build - **Action Stream–aware lead injection** — Create Contacts and Accounts in OnePageCRM with an auto-assigned Task (Next Action) so new leads surface in the rep's daily Action Stream instead of sitting idle in the database. - **Bi-directional contact and company sync** — Keep Contacts and Accounts in sync between your product and OnePageCRM using Truto's Unified CRM API, respecting OnePageCRM's contact-centric data model. - **Deal stage progression engine** — Read and update Opportunities, Pipelines, and Stages to automatically advance deals when milestones occur in your product — like a signed proposal or a completed demo. - **Activity timeline enrichment** — Post Engagements and Notes to a Contact's history in OnePageCRM so reps see a full interaction log — calls, meetings, emails — without leaving their CRM. - **Custom field mapping for form and survey data** — Pull the Fields schema from OnePageCRM to dynamically map your product's data points — lead source, industry, score — into the correct custom fields on each Contact or Opportunity. - **Rep-aware task and deal assignment** — Use the Users endpoint to resolve the correct sales rep and assign Tasks or Opportunities to them, ensuring round-robin or territory-based routing works end-to-end. ## FAQs ### What auth method does the OnePageCRM integration use? OnePageCRM uses API key–based authentication. Truto handles credential storage and token management so your end users can connect their accounts securely without you building auth flows from scratch. ### Is the OnePageCRM integration available out of the box on Truto? OnePageCRM is available as a built-on-request integration. Truto can spin it up for you and expose it through the Unified CRM API and Unified User Directory API, covering Contacts, Accounts, Tasks, Opportunities, Pipelines, Stages, Engagements, Notes, Fields, Users, and Roles. ### Which Unified APIs cover OnePageCRM, and what objects are supported? The Unified CRM API covers Accounts, Contacts, Engagement Types, Engagements, Fields, Notes, Opportunities, Pipelines, Stages, Tasks, and Users. The Unified User Directory API covers Roles and Users. These map to OnePageCRM's Companies, Contacts, Calls/Meetings, Notes, Deals, Pipelines, Statuses, Actions, and Users respectively. ### Does OnePageCRM support custom fields, and can I map them via Truto? Yes. OnePageCRM supports custom fields and tags on Contacts and Deals. Truto's Fields resource lets you pull the custom field schema so you can dynamically map data from your product into the right OnePageCRM fields. ### How should I handle the 'Next Action' concept unique to OnePageCRM? OnePageCRM's core workflow revolves around every Contact having a Next Action (a Task with a date and assignee). When creating or updating Contacts via Truto, you should also create a Task to ensure the record appears in the rep's Action Stream. Contacts without a Next Action are effectively invisible in daily workflows. ### Does Truto handle pagination and rate limiting for the OnePageCRM API? Yes. Truto abstracts away pagination and respects OnePageCRM's rate limits automatically, so you can fetch full data sets — like all Contacts or Opportunities — without writing custom pagination logic or retry handling.