Connect OneHash CRM and Tawk.to to Build Intelligent Automations

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OneHash CRM

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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

Visitor starts chat

Visitor starts chat

Start a workflow when a visitor begins a chat on the selected Tawk.to property.

End Tawk.to chat

End Tawk.to chat

Ends an active Tawk.to chat for the selected property.

New chat transcript arrives

New chat transcript arrives

Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.

Create Chat Ticket

Create Chat Ticket

Create a support ticket in Tawk.to for a chat on the selected property.

Request a new Trigger for OneHash CRM

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.

Create New Site

Create New Site

Create a new Tawk.to site property and optionally send widget installation instructions to your email.

Get Property Details

Get Property Details

Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.

Create Widget

Create Widget

Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.

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Frequently Asked Questions

How do I start an integration between OneHash CRM and Tawk.to?

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

Can we customize how data from OneHash CRM is recorded in Tawk.to?

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

How often does the data sync between OneHash CRM and Tawk.to?

The data sync between OneHash CRM and Tawk.to 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 Tawk.to?

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 Tawk.to?

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

About Tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.

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