Connect OneHash CRM and CallRail to Build Intelligent Automations

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OneHash CRM

When this happens...

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CallRail

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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

Inbound Call Arrives

Inbound Call Arrives

Runs when inbound call arrives

Text Message Sent

Text Message Sent

Runs when text message is sent

Outbound Call Ends

Outbound Call Ends

Runs when outbound call ends.

Call Routing Completes

Call Routing Completes

Runs when Call Routing Completes

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.

Send Text Message

Send Text Message

Sends a text message to a customer's phone number.

Create Outbound Call

Create Outbound Call

Make an outbound call from your business number to a customer.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and CallRail 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 CallRail?

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 CallRail?

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

About CallRail

CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.

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