Connect OneHash CRM and Contacts+ to Build Intelligent Automations

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OneHash CRM

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Contacts+

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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

New Contact

New Contact

Triggers when a new contact is added to your Contacts+ account.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted from your Contacts+ account.

Contact Updated

Contact Updated

Triggers when a contact is updated from your Contacts+ account.

New Tag

New Tag

Triggers when a tag is added from your Contacts+ account.

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 Contact

Create Contact

Creates a contact.

Get Account Information

Get Account Information

Fetches the authenticated user’s account information .

Get Teams

Get Teams

Gets a list of teams that the user is a member of.

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Frequently Asked Questions

How do I start an integration between OneHash CRM and Contacts+?

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

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

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

How often does the data sync between OneHash CRM and Contacts+?

The data sync between OneHash CRM and Contacts+ 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 Contacts+?

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 Contacts+?

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

About Contacts+

Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.

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