Connect OneHash CRM and LoopedIn to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

LoopedIn

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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

Request a new Trigger for OneHash CRM

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 Idea

Create Idea

Creates a new idea in LoopedIn.

Update Idea

Update Idea

Updates an existing idea in LoopedIn.

Create Roadmap Card

Create Roadmap Card

Creates a new Roadmap Card in LoopedIn.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and LoopedIn 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 LoopedIn?

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 LoopedIn?

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

About LoopedIn

LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.

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