Connect OneHash CRM and SendX to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact
Unsubscribe Contact
Search Contact By Email
Create List
Update List
Delete List
Create Tag
Update Tag
DeleteTag
Ready to use OneHash CRM and SendX 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
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
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 Contact
Creates a new contact in SendX.
Update Contact
Update a contact in SendX.
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Frequently Asked Questions
To start, connect both your OneHash CRM and SendX accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in SendX (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in SendX. This includes choosing which data fields go into which fields of SendX, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and SendX 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 SendX. 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 SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn More
