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Connect OnePageCRM

Connect OnePageCRM and put your records on the map.

OnePageCRM on GeoMaps — video walkthrough
OnePageCRM on GeoMaps — video walkthrough

Put your OnePageCRM accounts, contacts and deals on the map so reps can see what's nearby and managers can see coverage at a glance.

1. Open Data Sources

In GeoMaps, open the menu in the top-right corner of the map and choose Data Sources. Add a new source and select OnePageCRM to open its connection form.

Open the top-right menu and choose Data Sources
Open the top-right menu and choose Data Sources

2. Connect OnePageCRM

OnePageCRM needs your User ID and API Key.

  • In OnePageCRM, open Account → Apps & Integrations → API to find both values.
  • Enter the User ID and API Key in GeoMaps.

GeoMaps imports your Contacts, using their address for the map.

Connect OnePageCRM
Connect OnePageCRM

3. Choose what to map

Pick the object(s) you want to plot and confirm which field holds the address (GeoMaps suggests one for you). Every record is geocoded and dropped on the map, then kept in sync on a schedule as your data changes.

Still need help? Contact our team.