Connect OneHash CRM and Locate2u to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create Order
Get order details
Create Stop
Update Order
Create Shipment
Get Shipment Details
Update Stop
Get Team Member Details
Get Stop Details
Update shipment
Ready to use OneHash CRM and Locate2u 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
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
Shipment Assigned
Triggers when the shipment is assigned in Locate2u.
Stop Assigned
Triggers when the stop is assigned in Locate2u.
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.
Create Order
Creates a new order
Get order details
Get existing order's details.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Locate2u accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Locate2u (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Locate2u . This includes choosing which data fields go into which fields of Locate2u , setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Locate2u 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 Locate2u . 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 Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
Learn More
