Connect OneHash CRM and Callingly to Build Intelligent Automations

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OneHash CRM

When this happens...

Choose an Action

Callingly

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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 OneHash CRM

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 Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

Call Lead

Call Lead

Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

Create Team

Create Team

Create a team.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and Callingly 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 Callingly?

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 Callingly?

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

About Callingly

Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.

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