Connect OneHash CRM and Needle to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

Needle

Automatically do this!

Ready to use OneHash CRM and Needle 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

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 Collection

Create Collection

Create a new Collection.

Request a new Action for OneHash CRM

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and Needle 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 Needle?

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 Needle?

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

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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