Connect OneHash CRM and Salesforce
Integrate OneHash CRM with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create new lead in OneHash CRM when New Contact in Salesforce
Update lead details in OneHash CRM when New Contact in Salesforce
Create a record in OneHash CRM when New Contact in Salesforce
Find Or Create Lead in OneHash CRM when New Contact in Salesforce
Create new lead in OneHash CRM when New Lead in Salesforce
Popular OneHash CRM + Salesforce 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
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Create new lead in OneHash CRM when New Contact in Salesforce
Use this flowUpdate lead details in OneHash CRM when New Contact in Salesforce
Use this flowCreate a record in OneHash CRM when New Contact in Salesforce
Use this flowFind Or Create Lead in OneHash CRM when New Contact in Salesforce
Use this flowCreate new lead in OneHash CRM when New Lead in Salesforce
Use this flowUpdate lead details in OneHash CRM when New Lead in Salesforce
Use this flowCreate a record in OneHash CRM when New Lead in Salesforce
Use this flowFind Or Create Lead in OneHash CRM when New Lead in Salesforce
Use this flowCreate new lead in OneHash CRM when New Record in Salesforce
Use this flowUpdate lead details in OneHash CRM when New Record in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and Salesforce.
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 Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is 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.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
