Connect Fingertip and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Fingertip

When this happens...

Choose an Action

OneHash CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Booking Cancelled

Booking Cancelled

Triggers when a booking is cancelled.

Booking Created

Booking Created

Triggers when a new booking is created.

Booking Rescheduled

Booking Rescheduled

Triggers when a booking is rescheduled.

New Site Contact

New Site Contact

Triggers when a new site contact is created.

New Order

New Order

Triggers when an order is created.

New Form Response

New Form Response

Triggers when a new form response is created.

Do thisActions

Action is the task that follows automatically within your Fingertip integrations.

Create Site Contact

Create Site Contact

Create a site contact in Fingertip.

Create Site

Create Site

Create a new site with ready-to-use pages, themes, and blocks.

Create Page

Create Page

Creates a new page within a site with the provided content.

Create Site Invitation

Create Site Invitation

Create a new invitation for a user to join your site.

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 Fingertip and OneHash CRM?

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

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

Absolutely. You can customize how Fingertip 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 Fingertip and OneHash CRM?

The data sync between Fingertip 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 Fingertip 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 Fingertip and OneHash CRM?

Yes, you can set conditional logic to control the flow of data between Fingertip 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.

Fingertip

About Fingertip

Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.

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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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