Connect OnePageCRM and Dex to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate OnePageCRM with Dex - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Closed Sales Cycle" from OnePageCRM.

Add your action

An action happens after the trigger—such as "Create Reminder" in Dex.

You’re connected!

Zapier seamlessly connects OnePageCRM and Dex, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Contact ID
Trigger
Polling
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Polling
Try It

- Contact ID
- Text
  Required
- Deal Status
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact ID
- Text
  Required
Action
Write
- Deal ID
  Required
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search Phrase
- Deal ID
  Required
Action
Search
- Search Phrase
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
- Text
  Required
- Due Date
  Required
- Contact Emails
Action
Write
- First Name
- Last Name
- Job Title
- Description
- Email
- Phone Number
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Polling
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
- Comment
Action
Write
- Contact ID
- Result
- Text
  Required
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase
- Contact ID
- Include My Team Contacts
Action
Search
- Search Phrase
- Access
- User ID
Action
Search
- Search Phrase
- Deal ID
  Required
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
- Note
  Required
- Event Time
  Required
- Contact Emails
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect OnePageCRM and Dex to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate OnePageCRM on the Zapier blog

Make work flow with AI

Level up your OnePageCRM to Dex integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Dex

Dex is a personal CRM that helps you build stronger relationships.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Connect OnePageCRM and Dex to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect OnePageCRM and Dex to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate OnePageCRM on the Zapier blog

Close more deals and Get Things Done with OnePageCRM

Make work flow with AI

Connect OnePageCRM to Dex on the world's largest no-code automation platform