Connect OneHash CRM and ChatBot to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

ChatBot

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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

User Created

User Created

Trigger when a new user created.

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 a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

Search Story

Search Story

Search Story.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and ChatBot 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 ChatBot?

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 ChatBot?

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

About ChatBot

ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.

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