How to connect WiserNotify with OnePageCRM?

This guide will walk you through:

• Capturing Lead & Sales Activities: Connect OnePageCRM with WiserNotify using a webhook to fetch real-time lead, contact, and deal updates.

Add Webhook Integration to Connect OnePageCRM to pull the events sales & lead data#

Step 1: Get the Webhook URL from WiserNotify#

• Go to WiserNotify > OnePageCRM Integration.
• Click on the Integrate button inside the Integration box.

Login with OnePageCRM,

• Navigate to Apps and Integrations.

• Click on API inside the utility section.

• Click on the Configuration tab.
• Click on Show API Key.
• Copy Endpoint.
• Paste into the Endpoint field in the WiserNotify OnePageCRM popup.
• Copy User ID.
• Paste into the User ID field in the WiserNotify OnePageCRM popup.
• Copy API Key.
• Paste into the API Key field in the WiserNotify OnePageCRM popup.

–  Click on the Create button.

–  Click and copy the URL.

Step 2: Configure Webhook in OnePageCRM #

– Login to OnePageCRM

1. Into the OnePageCRM dashboard. Click on your profile logo on the right side.

2. One dropdown has been opened then select Athe pps and integration option.

 

• Inside the App and integration page click on the Webhooks box.

 

• Inside the Webhooks page Click on the install button.

1. Enter the Webhook name.

2. Paste the copied URL here.

3. Select the data format to JSON.