Make allows you to visually create, build and automate workflows. For more information about Make, please click here.
You can integrate different external tools in Onepage through Make. So Make servers as a connector between Onepage and the external tool.
Make can be found as a direct integration in the CRM System in Onepage.
Please follow the steps below to connect Onepage and Make:
Step 1: Add Integration
Go to the CRM system. Click on "Add integration" and then select "Make". Click on "Connect Make".
Follow the instructions provided.
Step 2: Install "Onepage.io"
Select your organization and then click on "Install".
In our example, it is called "Test1", as you can see in the screenshot below.
Finish the installation by clicking on "Finish Wizard".
Step 3: Create new scenario
Now you will find yourself in the "Team" dashboard.
Please click on "Create new scenario".
Then search for "Onepage.io" and select it.
Step 4: Create a Webhook
Create a Webhook in Make by adding your API Key from Onepage into the requested field.
Please also select your project and the lead list.
To see where to find your API Key, please read this article.
Step 5: Run a test
You can test the connection by clicking on "Run once" and filling in the form or quiz in Onepage.
Step 6: Save the scenari
🎉 Now the connection between Onepage and Make is done! 🎉
Example of an integrated external tool (Google Sheets)
After the main installation, you can choose any external tool from the list, for example, Google Sheets.
This means that your leads will be automatically transferred from Onepage to Google Sheets through Make.
Here is an example of a working Google Sheets integration. Click to expand.
Here is an example of a working Google Sheets integration. Click to expand.
In this case, it is important to choose the right parameters and add them to the desired columns. (values A, B, C etc)
For example, "Lead info" goes to column A.
"Lead ID" goes in column B and so on.
Don't forget to save your integration and run the scenario.
If you need more information on how to do that, please get in touch with the support team from Make.
FAQ:
The Option to select an organisation is greyed out in Make
The Option to select an organisation is greyed out in Make
This means, that you have already connected Onepage before. The connection is already made and you can go to step 3.
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