Connect OneHash CRM and Streak
Integrate OneHash CRM with Streak to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular OneHash CRM + Streak 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
Streak
Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
List All Contact Fields
Get Contacts In a Box
Create Contact in Streak when New Record in OneHash CRM
Use this flowGet a pipeline in Streak when New Record in OneHash CRM
Use this flowGet my teams from Streak when New Record in OneHash CRM
Use this flowGet User from Streak when New Record in OneHash CRM
Use this flowList all Boxes in Pipeline in Streak when New Record in OneHash CRM
Use this flowGet Box from Streak when New Record in OneHash CRM
Use this flowList all Stages in Pipeline from Streak when New Record in OneHash CRM
Use this flowList all Fields in a Pipeline from Streak when New Record in OneHash CRM
Use this flowList Field Values for a Box in Streak when New Record in OneHash CRM
Use this flowGet Tasks In a Box from Streak when New Record in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and Streak.
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 Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
New Task
Triggers when a Task is 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
Creating a contact
Get a pipeline
This call will give you a single pipeline given the key.
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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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 Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and Streak 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 Streak 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 Streak. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in Streak, and a separate workflow where Streak 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 Streak. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and Streak integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
