Connect LoopedIn and OneHash CRM to Build Intelligent Automations

Choose a Trigger

LoopedIn

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 LoopedIn

Do thisActions

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

Create Idea

Create Idea

Creates a new idea in LoopedIn.

Update Idea

Update Idea

Updates an existing idea in LoopedIn.

Create Roadmap Card

Create Roadmap Card

Creates a new Roadmap Card in LoopedIn.

Update Roadmap Card

Update Roadmap Card

Updates an existing Roadmap Card in LoopedIn.

Delete Idea

Delete Idea

Deletes an existing idea in LoopedIn.

Delete Roadmap Card

Delete Roadmap Card

Delete an existing Roadmap Card in LoopedIn.

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Frequently Asked Questions

How do I start an integration between LoopedIn and OneHash CRM?

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

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

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

The data sync between LoopedIn 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 LoopedIn 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 LoopedIn and OneHash CRM?

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

LoopedIn

About LoopedIn

LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and 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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