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OnePageCRM

by OnePageCRM

Overview

Turn ChatGPT into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.

Tools

context

ChatGPT
Account-specific reference data: statuses, lead sources, call results, pipelines, users, tags, reason lost options, and custom fields. Call before creating or updating records to get valid field values.

context

ChatGPT
Account-specific reference data: statuses, lead sources, call results, pipelines, users, tags, reason lost options, and custom fields. Call before creating or updating records to get valid field values.

create

ChatGPT
Create any entity. Use describe() first to discover writable fields, required fields, and examples. Use context() for valid reference values.

create

ChatGPT
Create any entity. Use describe() first to discover writable fields, required fields, and examples. Use context() for valid reference values.

describe

ChatGPT
Schema discovery — fields, types, constraints, and examples for reads and writes. Call with no arguments for all entities summary, or pass an entity name for full schema.

describe

ChatGPT
Schema discovery — fields, types, constraints, and examples for reads and writes. Call with no arguments for all entities summary, or pass an entity name for full schema.

query

ChatGPT
Execute an OQL (OnePageCRM Query Language) query. Pass a JSON query object to read CRM data. Use describe() to discover entities and fields.

query

ChatGPT
Execute an OQL (OnePageCRM Query Language) query. Pass a JSON query object to read CRM data. Use describe() to discover entities and fields.

update

ChatGPT
Update any entity. Only provided fields are changed. Use describe() for writable fields. Array fields (emails, phones, urls, tags) are full replacements — to add/remove a single entry, query() the current array first, modify it, then send the full list.

update

ChatGPT
Update any entity. Only provided fields are changed. Use describe() for writable fields. Array fields (emails, phones, urls, tags) are full replacements — to add/remove a single entry, query() the current array first, modify it, then send the full list.

Capabilities

Writes

App Stats

10

Tools

ChatGPT

Platforms

Works with

ChatGPT

Data refreshed daily