Connect OneHash CRM and klenty to Build Intelligent Automations

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OneHash CRM

When this happens...

Choose an Action

klenty

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Ready to use OneHash CRM and klenty automations

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

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

Cadence First Reply

Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.

On Bounce

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

On Cadence Completed

Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.

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 Prospect

Create Prospect

Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.

Change Status to Do Not Contact

Change Status to Do Not Contact

Mark the prospect's email in Klenty as Do Not Contact to stop further outreach.

Revert Prospect Status From Do Not Contact

Revert Prospect Status From Do Not Contact

Set a prospect's status to Do Not Contact using their email address.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and klenty 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 klenty?

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 klenty?

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

About klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

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