OnePage CRM Integration with WhatsApp Widget

Step-by-Step Tutorial: Integrating OnePage CRM with ToChat.be WhatsApp Widget Using Zapier

In this tutorial, we will walk you through the process of integrating OnePage CRM with the ToChat.be WhatsApp widget using Zapier. OnePage CRM doesn’t have a native webhook for lead creation, so we use Zapier to bridge the gap. This guide will also show how to handle mandatory fields in OnePage CRM by using hidden fields to avoid unnecessary input from users during initial stages.

Step 1: Prepare Your Widget

1. Set up the Widget:

• Create your widget using the ToChat.be platform.
• In the widget form, add fields like the customer’s name, phone number, and date of the job. For this example, we are creating a widget for a plumber.

Step 2: Set Up the Webhook on Zapier

1. Go to Zapier:

• Open Zapier and create a new Zap.
• For the trigger, select “Webhooks by Zapier.”

1. Create a Webhook:

• Zapier will provide you with a unique webhook URL. Copy this URL.

1. Connect the Webhook to the Widget:

• Go back to the ToChat.be widget setup.
• In the widget integration settings, choose “Webhook.”
• Paste the Zapier webhook URL here.
• Save the widget settings.

Step 3: Test the Widget and Webhook Integration

1. Test the Form:

• Submit the form by entering your name (e.g., Cesar), phone number, job date, and other details.

1. Check Zapier:

• Go back to Zapier to see if the webhook has received the data. If successful, Zapier will show a request with all the data you entered in the form.

Step 4: Map Fields to OnePage CRM

1. Set Up OnePage CRM in Zapier:

• In Zapier, choose OnePage CRM as the action app.
• Select the action “Create Contact” in OnePage CRM.

1. Map the Fields:

• In this step, map the incoming data from your form to the corresponding fields in OnePage CRM:
  • First Name: Choose the customer’s first name.
  • Last Name: OnePage CRM requires a last name, which might not be captured by your form initially.
  • Phone: Map the phone number.
  • Lead Source: Set this to “web” or “email,” depending on your use case.
  • Job Date: Map the job date to a date field in OnePage CRM.

1. Handle Mandatory Fields (First Test):

• During your first test, you might encounter an error because OnePage CRM requires fields like “Last Name” and “Organization.”
• Use placeholders for the missing fields (e.g., use the first name for the last name and set “Organization” to something like “Default Company”).

1. Test the Integration:

• Run a test to create a contact in OnePage CRM with the mapped fields.
• Check OnePage CRM to ensure that the new lead has been created.

Step 5: Adjust for Mandatory Fields

1. Use Hidden Fields:

• To avoid asking unnecessary information from users, go back to the widget settings and add a hidden field for “Organization.” Set its default value to “B2C” or any other placeholder relevant to your business.
• Add a visible field for the “Last Name,” as this is mandatory for OnePage CRM.

1. Update the Form and Zapier Mapping:

• Ensure that the new “Last Name” field is visible on the form and mapped correctly in Zapier.
• For the hidden “Organization” field, set the default value in Zapier to “B2C.”

Step 6: Test the Final Integration

1. Submit the Updated Form: Test the widget again by submitting a new lead with the updated fields. Zapier will now send the lead with the proper last name and hidden organization field.
2. Check OnePage CRM: Verify that the lead was successfully created with all the mandatory fields filled correctly.

Step 7: Optional: Automate Additional Fields

1. Additional Fields: If needed, you can automate additional fields like “Deal Value” or custom fields based on your form.
2. Testing: Test the entire flow to ensure everything works as expected.

Final Thoughts:

• OnePage CRM is simple to use but lacks built-in webhook support, making Zapier a vital tool for integrating external forms like ToChat.be’s WhatsApp widget.
• Hidden fields help manage mandatory fields without overwhelming users during the initial lead capture process.

By following these steps, you can smoothly integrate your ToChat.be widget with OnePage CRM via Zapier, capturing leads without needing complex forms upfront.