Connect OneHash CRM and Slack to Build Intelligent Automations

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OneHash CRM

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Slack

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

New Message in Channel

New Message in Channel

Triggers when a new message posted on a specific channel.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message Posted

New Message Posted

Triggers when a new message is posted on any slack channel.

New Message Reaction

New Message Reaction

Triggers when new reaction is added to a message.

Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

Send message

Send message

Send a message to a channel or person, with optional buttons or scheduled delivery.

Set Slack Status

Set Slack Status

Set your Slack profile status text and emoji and optionally specify how long it should remain active.

Send Interactive messages

Send Interactive messages

This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action

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Step by step guides to integrate OneHash CRM and Slack

Frequently Asked Questions

How do I start an integration between OneHash CRM and Slack?

To start, connect both your OneHash CRM and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Slack (or vice versa).

Can we customize how data from OneHash CRM is recorded in Slack?

Absolutely. You can customize how OneHash CRM data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.

How often does the data sync between OneHash CRM and Slack?

The data sync between OneHash CRM and Slack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from OneHash CRM to Slack?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between OneHash CRM and Slack?

Yes, you can set conditional logic to control the flow of data between OneHash CRM and Slack. 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

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.

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Slack

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

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