Connect OneHash CRM and smartoffice to Build Intelligent Automations
Enable Integrations or automations with these events of OneHash CRM and smartoffice
Enable Integrations or automations with these events of OneHash CRM and smartoffice
Triggers
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Actions
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.
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Frequently Asked Questions
To start, connect both your OneHash CRM and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and smartoffice 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 smartoffice. 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.
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About smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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