Connect OnePageCRM to Copilot
Send OnePageCRM deals, contacts, companies and 16 more data types to Copilot on a schedule. Refresh as often as every 15 minutes.
Copilot
Which open OnePageCRM deals haven't moved stage in the last 30 days?
Querying the OnePageCRM data set in Coupler.io
How to connect OnePageCRM and Copilot
4 steps. You can preview the OnePageCRM data in Coupler.io before anything reaches Copilot.
Step 1 of 4
Connect OnePageCRM
Enter your OnePageCRM username and API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the OnePageCRM data you want in Copilot.
Show 11 more data types Show fewer data types
Step 3 of 4
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 4 of 4
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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Build your OnePageCRM integrations with these destinations
Get the most of OnePageCRM to Copilot integration
Gather data
Understand data
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Act on data
19 data types, including Deals, Contacts, Companies, Users and Bootstraps.
With your OnePageCRM username and API key, entered once when you add the connection.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete OnePageCRM rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your OnePageCRM data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Copilot.
