Connect OneHash CRM and BoardCRM
Integrate OneHash CRM with BoardCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when New Record in OneHash CRM
UpdateLead in BoardCrm when New Record in OneHash CRM
Create Deal in Boardcrm when New Record in OneHash CRM
Add Comment in Boardcrm when record is created or updated in OneHash CRM
UpdateLead in BoardCrm when record is created or updated in OneHash CRM
Popular OneHash CRM + BoardCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
OneHash CRM
When this happens...
New Record
record is created or updated
Choose an action
BoardCRM
Automatically do this!
Add Comment
UpdateLead
Create Deal
Add Comment in Boardcrm when New Record in OneHash CRM
Use this flowUpdateLead in BoardCrm when New Record in OneHash CRM
Use this flowCreate Deal in Boardcrm when New Record in OneHash CRM
Use this flowAdd Comment in Boardcrm when record is created or updated in OneHash CRM
Use this flowUpdateLead in BoardCrm when record is created or updated in OneHash CRM
Use this flowCreate Deal in Boardcrm when record is created or updated in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and BoardCRM.
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
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.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and BoardCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OneHash CRM and BoardCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach BoardCRM. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in BoardCRM, and a separate workflow where BoardCRM triggers actions in OneHash CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OneHash CRM and BoardCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and BoardCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
