Integrations OneHash CRM EyeLevel AI
OneHash CRM + EyeLevel AI

Connect OneHash CRM and EyeLevel AI to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

EyeLevel AI

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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

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

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 Bucket

Create Bucket

Creates a Bucket.

Update Bucket

Update Bucket

Update an existing bucket.

Delete Bucket

Delete Bucket

Delete an existing bucket.

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Frequently Asked Questions

How do I start an integration between OneHash CRM and EyeLevel AI?

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

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

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

How often does the data sync between OneHash CRM and EyeLevel AI?

The data sync between OneHash CRM and EyeLevel AI 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 EyeLevel AI?

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 EyeLevel AI?

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

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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