Connect OneHash CRM and TagMango to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Migrate User
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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 Order Created
Trigger when new order completed
Course Progress Event
Trigger when new progress started.
Course Completion
This event is triggered when a subscriber completes watching/consuming the entire course.
New Recurring Order Completed
Triggers when new recurring order 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.
Migrate User
The migrate user allows the arbitrary addition of customers to any mango. The behaviour of the API is the same as the add customer option on the customers page in the TagMango dashboard.
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Frequently Asked Questions
To start, connect both your OneHash CRM and TagMango accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in TagMango (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in TagMango. This includes choosing which data fields go into which fields of TagMango, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and TagMango 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 TagMango. 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 TagMango
TagMango is a platform that empowers creators to monetize their content and engage with their audience through personalized experiences. It provides tools for creators to offer exclusive content, workshops, and more, enabling them to build a sustainable income stream.
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