
When this happens...
New Record
record is created or updated

Automatically do this!
Send Message from Page
Send Receipt Template
Set Messenger Welcome Screen
Set Ice Breakers
Set Persistent Menu
Set Sender Actions
Send Generic Template
Get Messenger Profile Fields Details
Delete Messenger Profile Fields
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
Runs when a user sends a new message to your Facebook Page on Messenger.
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.
Sends a message to a user from a page.
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.

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To start, connect both your OneHash CRM and Facebook Messenger accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Facebook Messenger (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Facebook Messenger. This includes choosing which data fields go into which fields of Facebook Messenger, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Facebook Messenger typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OneHash CRM and Facebook Messenger. 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 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 MoreFacebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
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