Connect OneDrive and OneHash CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is added.
New Folder
Trigger when new folder is added.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Do thisActions
Action is the task that follows automatically within your OneDrive integrations.
Create a Folder
Creates a folder.
Create New Text File
Creates a new text file with a plain text content.
Find File
Find a file by name
Find Folder
Finds a folder by name
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
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Frequently Asked Questions
To start, connect both your OneDrive and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how OneDrive 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.
The data sync between OneDrive and OneHash CRM 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 OneDrive 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.
About OneDrive
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
Learn MoreAbout 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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