Connect OneHash CRM and OneHash Chat
Integrate OneHash CRM with OneHash Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Onehash-chat when New Record in OneHash CRM
Get all Contacts in Onehash-chat when New Record in OneHash CRM
Get a Contact in Onehash-chat when New Record in OneHash CRM
Delete a Contact in OneHash Chat when New Record in OneHash CRM
Update a Contact in Onehash-chat when New Record in OneHash CRM
Popular OneHash CRM + OneHash Chat flows
Start from a real workflow other teams are already running.
Choose a trigger
OneHash CRM
When this happens...
New Record
record is created or updated
Choose an action
OneHash Chat
Automatically do this!
Create a Contact
Get all Contacts
Get a Contact
Delete a Contact
Update a Contact
Get all Conversations Details
Get Conversation Counts
Create a Team
Get all Teams
Update a Team
List Agents in Team
Get all Messages
Delete a Message
Add Labels
Get all Labels
Add a New Agent
List Agents in Account
Update a Agent in Account
Delete an Agent from Account
Get a Automation Rule Details
List all Automation Rules
Delete a Automation Rule
Create a Contact in Onehash-chat when New Record in OneHash CRM
Use this flowGet all Contacts in Onehash-chat when New Record in OneHash CRM
Use this flowGet a Contact in Onehash-chat when New Record in OneHash CRM
Use this flowDelete a Contact in OneHash Chat when New Record in OneHash CRM
Use this flowUpdate a Contact in Onehash-chat when New Record in OneHash CRM
Use this flowGet all Conversations Details in Onehash-chat when New Record in OneHash CRM
Use this flowGet Conversation Counts from OneHash Chat when New Record in OneHash CRM
Use this flowCreate a Team in Onehash-chat when New Record in OneHash CRM
Use this flowGet all Teams in Onehash-chat when New Record in OneHash CRM
Use this flowUpdate a Team in Onehash-chat when New Record in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and OneHash Chat.
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
New Message is Created
Triggers when a new messsage is created.
New Conversation is Created
Triggers when a new conversation is created.
Conversation is Updated
Triggers when an existing conversation is update.
Conversation Status is Changed
Triggers when a conversation status is changed.
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 a Contact
Creates a new contact.
Get all Contacts
Listing all the resolved contacts.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About OneHash Chat
OneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and OneHash Chat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OneHash CRM and OneHash Chat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach OneHash Chat. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in OneHash Chat, and a separate workflow where OneHash Chat triggers actions in OneHash CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OneHash CRM and OneHash Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and OneHash Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
