
When this happens...
New Record
record is created or updated

Automatically do this!
Create Contact
Create Campaign
Track Event
Send Campaign
Update Contact
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new record is created
runs when record is created or updated
Runs when a new contact is added in Plunk.
Runs when a contact is updated in Plunk.
Action is the task that follows automatically within your OneHash CRM integrations.
Create a new lead in OneHash CRM
Update a lead's details in OneHash CRM.
Create a record in OneHash CRM.
Finds a lead using the provided fields and creates a new lead if none is found.
Adds a new contact to Plunk or updates an existing contact.
Creates a new campaign in Plunk to start outreach and track results.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your OneHash CRM and Plunk accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Plunk (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Plunk. This includes choosing which data fields go into which fields of Plunk, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Plunk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OneHash CRM and Plunk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn MorePlunk is a platform designed to enhance productivity and streamline workflows through automation and integration of various applications.
Learn More