Connect OneHash CRM and Mobile Message to Build Intelligent Automations
Ready to use OneHash CRM and Mobile Message automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
New Inbound SMS Instant
Triggers when an inbound SMS is received.
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Send SMS
Sends an SMS message.
Lookup Sent Messages
Get details of a sent message using message_id or custom_ref.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Mobile Message accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Mobile Message (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Mobile Message. This includes choosing which data fields go into which fields of Mobile Message, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Mobile Message 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 Mobile Message. 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 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.
Learn MoreAbout Mobile Message
Mobile Message is a comprehensive platform for managing and automating SMS communications, enabling businesses to effectively engage with their audience through personalized messaging solutions.
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