CRMOne

Estimated reading: 2 minutes Updated July 31, 2026

Overview

AFI pushes contacts, deals, and tickets into CRMOne, an all-in-one CRM platform. Use form submissions, orders, and user events to populate CRMOne with attributed leads and open deals automatically.

Supported actions

Create / Update Contact
Create Deal
Add Tag
Create Ticket

Authentication

Log in to CRMOne.
Open Settings > API Keys.
Generate a new API key and copy it.
In AFI go to Settings > CRMOne and paste the key.

How to create the integration

In WordPress admin, go to AFI > New Integration.
Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
Pick CRMOne as the Receiver, then pick the Task you want to run.
Map sender fields onto CRMOne’s fields. Email is required to create a contact. Custom fields, pipelines, and tags are fetched from your account.
Optional: add Conditional Logic so the action only fires on matching submissions.
Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

Pipeline IDs are cached. Re-save the integration to refresh.
Tag matching is case-insensitive — VIP and vip are the same tag in CRMOne.
Custom fields must exist in CRMOne before mapping.