--- title: "Connect OnePageCRM to Prospeo - APIANT.ai" description: "When \"Completed Next Action\" fires in OnePageCRM, your agent runs \"Account Information\" in Prospeo." canonical: "https://apiant.ai/connect/onepagecrm-to-prospeo" --- # Connect OnePageCRM to Prospeo When **Completed Next Action** fires in [OnePageCRM](https://apiant.ai/connections/onepagecrm), your agent runs **Account Information** in [Prospeo](https://apiant.ai/connections/prospeo). Describe the whole flow and it is built, tested on every scenario and kept running. OnePageCRM **9** triggers OnePageCRM **11** actions Prospeo **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OnePageCRM and Prospeo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What OnePageCRM can start in Prospeo - When **Completed Next Action** in OnePageCRM then **Account Information** in Prospeo - When **New Call** in OnePageCRM then **Bulk enrich companies** in Prospeo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with OnePageCRM and Prospeo ## Triggers and actions 9 triggers · 21 actions - Trigger **Closed Sales Cycle** Triggered when a sales cycle is closed — a deal is marked won or lost. - Trigger **Completed Next Action** Triggered when a next action is marked done in OnePageCRM. - Trigger **New Call** Triggered when a phone call is logged in OnePageCRM. - Trigger **New Contact** Triggered when a new contact is created in OnePageCRM. - Trigger **New Deal** Triggered when a new deal is created in OnePageCRM. - Trigger **New Next Action** Triggered when a new next action is created in OnePageCRM. - Trigger **New Note** Triggered when a new note is added to a contact in OnePageCRM. - Trigger **Updated Contact** Triggered when a contact is created or changed in OnePageCRM. - Trigger **Updated Deal** Triggered when a deal is created or changed in OnePageCRM. - Action **Close Sales Cycle** Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note. - Action **Create Call** Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link. - Action **Create Contact** Creates a contact in OnePageCRM, including your account's own custom fields. - Action **Create Deal** Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes. - Action **Create Next Action** Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee. - Action **Create Note** Adds a note to a contact's timeline in OnePageCRM. - Action **Find Contact** Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match. - Action **Find Deal** Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match. - Action **Find User** Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match. - Action **Update Contact** Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value. - Action **Update Deal** Updates a deal in OnePageCRM. Anything you leave blank keeps its current value. - Action **Account Information** Returns your Prospeo account's current plan, remaining and used credits, team size, and next quota renewal date. - Action **Bulk enrich companies** Enriches up to 50 companies in one request, returning the full company record for each match plus the identifiers that could not be matched. - Action **Bulk enrich people** Enriches up to 50 people at once with verified emails, mobile numbers and B2B profile data, returning the matched person and company records plus the identifiers that did not match. - Action **Enrich Company** Enriches a company with Prospeo's B2B data (industry, size, location, funding, technologies, social profiles and more) matched from its website, LinkedIn URL, name or Prospeo company ID. - Action **Enrich Person** Enriches a person with their B2B profile, verified work email and optionally their mobile number, plus details of their current company. Identify the person by LinkedIn URL, work email, Prospeo person ID, or a name together with a company. - Action **Find companies** Searches Prospeo's company database with your filters (industry, headcount, location, funding, technologies, company names or websites and more) and returns the matching companies. - Action **Find people** Searches Prospeo's people database with your filters (job title, seniority, location, company and more) and returns the matching people with their current company. Emails and mobiles are not revealed; use Enrich Person for those. - Action **Find search suggestions** Returns the exact filter values Prospeo accepts in Search Person and Search Company, such as locations, job titles, technologies, industries, NAICS/SIC codes and company filter values, for a partial search term. - Action **Find Verified Mobile Number** Finds a person's verified mobile phone number from their name and company, LinkedIn profile, work email or Prospeo person ID. Returns a result only when the person has a verified mobile, along with their profile and current company. - Action **Find Verified Work Email** Finds a person's verified work email address from their name and company, LinkedIn profile, or Prospeo person ID. Only returns a result when the email is verified, and also returns the matched person and their current company. ## Each app on its own - [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm) - [ **Prospeo** Prospeo is a B2B platform to find people and company data and enrich them with verified emails and mobile...](https://apiant.ai/connections/prospeo) Reviews ## What our customers say ## More from OnePageCRM - [ **OnePageCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onepagecrm-to-salesforce) - [ **OnePageCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onepagecrm-to-slack) - [ **OnePageCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onepagecrm-to-shopify) - [ **OnePageCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onepagecrm-to-quickbooks-online) - [ **OnePageCRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onepagecrm-to-pipedrive) - [ **OnePageCRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/onepagecrm-to-zoom) ## More into Prospeo - [ **HubSpot to Prospeo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-prospeo) - [ **Salesforce to Prospeo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-prospeo) - [ **Slack to Prospeo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-prospeo) - [ **Google Sheets to Prospeo** Google Sheets](https://apiant.ai/connect/google-sheets-to-prospeo) - [ **Gmail to Prospeo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-prospeo) - [ **Google Calendar to Prospeo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-prospeo) Questions ## OnePageCRM and Prospeo, answered ### ### What can start an automation from OnePageCRM? Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Prospeo when something happens in OnePageCRM? Any of Prospeo's 10 actions, including Account Information, Bulk enrich companies, Bulk enrich people and Enrich Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Prospeo to OnePageCRM? Prospeo has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads Prospeo's API documentation and adds it. ### ### Do I have to build a connector for OnePageCRM or Prospeo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use OnePageCRM and Prospeo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.