onepagecrm

# OnePageCRM

OnePageCRM is a sales-focused CRM designed to help small businesses streamline their sales process. It emphasizes a single "next action" for each contact to drive sales forward. Sales teams and individual salespeople use it to manage leads, track deals, and ensure consistent follow-up.

Official docs: https://developers.onepagecrm.com/

## OnePageCRM Overview

- **Contacts**
  - **Deals**
- **Companies**
- **Landed Pages**
- **Tags**
- **Users**

Use action names and parameters as needed.

## Working with OnePageCRM

This skill uses the Membrane CLI to interact with OnePageCRM. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli
```

### First-time setup

```bash
membrane login --tenant
```

A browser window opens for authentication.

**Headless environments:** Run the command, copy the printed URL for the user to open in a browser, then complete with `membrane login complete <code>`.

### Connecting to OnePageCRM

1. **Create a new connection:**
   ```bash
   membrane search onepagecrm --elementType=connector --json
   ```
   Take the connector ID from `output.items[0].element?.id`, then:
   ```bash
   membrane connect --connectorId=CONNECTOR_ID --json
   ```
   The user completes authentication in the browser. The output contains the new connection id.

### Getting list of existing connections
When you are not sure if connection already exists:
1. **Check existing connections:**
   ```bash
   membrane connection list --json
   ```
   If a OnePageCRM connection exists, note its `connectionId`


### Searching for actions

When you know what you want to do but not the exact action ID:

```bash
membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json
```
This will return action objects with id and inputSchema in it, so you...