Connect OneHash CRM and Encharge to Build Intelligent Automations

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OneHash CRM

When this happens...

Choose an Action

Encharge

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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 User

New User

Triggers when a new user is created.

Unsubscribe User

Unsubscribe User

Triggers when a user is unsubscribed.

Updated Person

Updated Person

Triggers when a person is updated.

Tag Added To Person

Tag Added To Person

Triggers when a person is tagged.

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.

Add or Update Person

Add or Update Person

Create a new person or update an existing person in Encharge using the provided email and profile details.

Add Tag To User

Add Tag To User

Add a single tag to an existing user identified by their email in Encharge.

Remove Tag

Remove Tag

Remove a specified tag from the user identified by the provided email address.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and Encharge 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 Encharge?

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 Encharge?

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

About Encharge

Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.

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