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Connect OnePageCRM to Perplexity

Send OnePageCRM deals, contacts, companies and 16 more data types to Perplexity on a schedule. Refresh as often as every 15 minutes.

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Perplexity

Which open OnePageCRM deals haven't moved stage in the last 30 days?

Querying the OnePageCRM data set in Coupler.io
Perplexity queries your OnePageCRM data through the Coupler.io MCP connector. Access is read-only.
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How to connect OnePageCRM and Perplexity

4 steps. You can preview the OnePageCRM data in Coupler.io before anything reaches Perplexity.

Step 1 of 4

Connect OnePageCRM

Enter your OnePageCRM username and API key. You only do this once per account.

Username••••••••••••
API key••••••••••••

Step 2 of 4

Choose what to export

Pick the OnePageCRM data you want in Perplexity.

Show 11 more data types Show fewer data types

Step 3 of 4

Connect Perplexity

In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.

Data set to shareDealsThe data view Perplexity can read
Namecoupler-ioConnector name in Perplexity settings
Commanddocker run --pull=always -e COUPLER_ACCESS_TOKEN --rm -i ghcr.io/railsware/coupler-io-mcp-serverRuns the Coupler.io MCP server locally
COUPLER_ACCESS_TOKEN••••••••••••Environment variable holding your personal access token

Step 4 of 4

Set a schedule

Perplexity sees the data as of the last run. Run it as often as every 15 minutes.

Get the most of OnePageCRM to Perplexity integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
OnePageCRM to Perplexity questions

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 Perplexity queries it read-only when you ask a question. It can't edit or delete OnePageCRM rows.

A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.

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 Perplexity.

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