Connect OneHash CRM and webCRM
Integrate OneHash CRM with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create new lead in OneHash CRM when New Activity Is Created in webCRM
Update lead details in OneHash CRM when New Activity Is Created in webCRM
Create a record in OneHash CRM when New Activity Is Created in webCRM
Find Or Create Lead in OneHash CRM when New Activity Is Created in webCRM
Create new lead in OneHash CRM when New Delivery in webCRM
Popular OneHash CRM + webCRM 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
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Create new lead in OneHash CRM when New Activity Is Created in webCRM
Use this flowUpdate lead details in OneHash CRM when New Activity Is Created in webCRM
Use this flowCreate a record in OneHash CRM when New Activity Is Created in webCRM
Use this flowFind Or Create Lead in OneHash CRM when New Activity Is Created in webCRM
Use this flowCreate new lead in OneHash CRM when New Delivery in webCRM
Use this flowUpdate lead details in OneHash CRM when New Delivery in webCRM
Use this flowCreate a record in OneHash CRM when New Delivery in webCRM
Use this flowFind Or Create Lead in OneHash CRM when New Delivery in webCRM
Use this flowCreate new lead in OneHash CRM when New Document Created in webCRM
Use this flowUpdate lead details in OneHash CRM when New Document Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and webCRM.
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 Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity 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 Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and webCRM 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 webCRM 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 webCRM. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in webCRM, and a separate workflow where webCRM 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 webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
