Enable Integrations or automations with these events of OneHash CRM and porterhouse
runs when new record is created
runs when record is created or updated
Create a new lead in OneHash CRM
Update a lead's details in OneHash CRM.
Create a record in OneHash CRM.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your OneHash CRM and porterhouse accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in porterhouse (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in porterhouse. This includes choosing which data fields go into which fields of porterhouse, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and porterhouse 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 porterhouse. 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 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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