Connect OneHash CRM and Pantry to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create and/or Replace Basket
Get Contents
Update Contents
Get Details
Update Details
Ready to use OneHash CRM and Pantry 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
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 and/or Replace Basket
Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.
Get Contents
Given a basket name, return the full contents of the basket.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Pantry accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Pantry (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Pantry. This includes choosing which data fields go into which fields of Pantry, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Pantry 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 Pantry. 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 Pantry
Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.
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