Connect OneHash CRM and Ganttic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
List All Users
Create Task
Create Resource
Create Project
Get All Projects
List All Resources
Ready to use OneHash CRM and Ganttic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
List All Users
Retrieves the list of all users
Create Task
Creates a new task.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Ganttic accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Ganttic (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Ganttic. This includes choosing which data fields go into which fields of Ganttic, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Ganttic 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 Ganttic. 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.
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.
Learn MoreAbout Ganttic
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
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