Integrations Crystal Ball OneHash CRM
Crystal Ball + OneHash CRM

Connect Crystal Ball and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

OneHash CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for Crystal Ball

Do thisActions

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and OneHash CRM?

To start, connect both your Crystal Ball and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in OneHash CRM (or vice versa).

Can we customize how data from Crystal Ball is recorded in OneHash CRM?

Absolutely. You can customize how Crystal Ball data is recorded in OneHash CRM. This includes choosing which data fields go into which fields of OneHash CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and OneHash CRM?

The data sync between Crystal Ball and OneHash CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to OneHash CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and OneHash CRM?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and OneHash CRM. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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OneHash CRM

About OneHash CRM

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.

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