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

Automatically do this!
Create Person
Create Company
Update Person
Update Company
Search Person
Search Company
Get a Company
Get a Person
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 company is created or added to a group.
Triggers when a new person is created or added to a group.
Triggers when a company is deleted from the workspace or removed from a group.
Triggers when a company basic field ( like name, email or URL) in a group is updated.
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.
Add Person
Create a new contact Company in your folk group .

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To start, connect both your OneHash CRM and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in folk (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and folk 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 folk. 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 MoreFolk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn More