Connect OneHash CRM and Breeze to Build Intelligent Automations

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OneHash CRM

When this happens...

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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

New Project

New Project

Triggers when a new project is created.

New File

New File

Triggers when a new file is added.

New Task

New Task

Triggers when a new task is created.

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Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

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.

Create a record

Create a record

Create a record in OneHash CRM.

Create New Project

Create New Project

Creates a new project.

Create New Task

Create New Task

Creates a new task.

Create Workspace

Create Workspace

Creates a new workspace.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how OneHash CRM data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.

How often does the data sync between OneHash CRM and Breeze?

The data sync between OneHash CRM and Breeze 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 OneHash CRM to Breeze?

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 OneHash CRM and Breeze?

Yes, you can set conditional logic to control the flow of data between OneHash CRM and Breeze. 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.

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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Breeze

About Breeze

Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.

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