Integrations OneHash CRM click2mail
OneHash CRM + click2mail

Connect OneHash CRM and click2mail to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

click2mail

Automatically do this!

Enable Integrations or automations with these events of OneHash CRM and click2mail

Enable Integrations or automations with these events of OneHash CRM and click2mail

Triggers

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

Actions

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.

Request a new Action for OneHash CRM

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Frequently Asked Questions

How do I start an integration between OneHash CRM and click2mail?

To start, connect both your OneHash CRM and click2mail accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in click2mail (or vice versa).

Can we customize how data from OneHash CRM is recorded in click2mail?

Absolutely. You can customize how OneHash CRM data is recorded in click2mail. This includes choosing which data fields go into which fields of click2mail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between OneHash CRM and click2mail?

The data sync between OneHash CRM and click2mail 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 click2mail?

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 click2mail?

Yes, you can set conditional logic to control the flow of data between OneHash CRM and click2mail. 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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click2mail

About click2mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

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