Integrate OneHash CRM with Connecteam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
OneHash CRM
When this happens...
New Record
record is created or updated
Connecteam
Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
Create User in Connecteam when New Record in OneHash CRM
Use this flowCreate user note in Connecteam when New Record in OneHash CRM
Use this flowArchive users in Connecteam when New Record in OneHash CRM
Use this flowCreate jobs in Connecteam when New Record in OneHash CRM
Use this flowClock IN in Connecteam when New Record in OneHash CRM
Use this flowClock Out in Connecteam when New Record in OneHash CRM
Use this flowCreate Task in Connecteam when New Record in OneHash CRM
Use this flowGet schedulers from Connecteam when New Record in OneHash CRM
Use this flowGet custom fields in Connecteam when New Record in OneHash CRM
Use this flowGet smart groups in Connecteam when New Record in OneHash CRM
Use this flowEverything you can automate between OneHash CRM and Connecteam.
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new record is created
runs when record is created or updated
Triggers when a new user is created.
Triggers when an existing user updated.
Triggers when user was archived in the system.
Triggers when user was restored from archived .
Action is the task that follows automatically within your OneHash CRM integrations.
Create a new lead in OneHash CRM
Update a lead's details in OneHash CRM.
Create a record in OneHash CRM.
Finds a lead using the provided fields and creates a new lead if none is found.
Create a new user
Create new note on the profile of the specified user.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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.
Learn moreConnecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn moreSign up for a free viaSocket account, then authorize both your OneHash CRM and Connecteam accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OneHash CRM and Connecteam as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Connecteam. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in Connecteam, and a separate workflow where Connecteam triggers actions in OneHash CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OneHash CRM and Connecteam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and Connecteam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.