Connect OneHash CRM and Speak AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Run Magic Prompt
Create Text Note
Create Folder
Create User
Create Embed
Schedule Event
Ready to use OneHash CRM and Speak AI 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
Text Created
Triggers when a new text is created.
Media Created
Triggers when media is created.
Text Analyzed
Triggers when an existing text is analyzed.
Text Failed
Triggers when text is failed.
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.
Run Magic Prompt
Run a Magic Prompt with your media data.
Create Text Note
Creates a new note with the given text content and name.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Speak AI accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Speak AI (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Speak AI. This includes choosing which data fields go into which fields of Speak AI, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Speak AI 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 Speak AI. 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 Speak AI
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
Learn More
