Connect OneHash CRM and Zulip to Build Intelligent Automations

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OneHash CRM

When this happens...

Choose an Action

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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

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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.

Send Direct Message

Send Direct Message

Send a private or group message to selected Zulip users with the provided content.

Send Stream Message

Send Stream Message

Send a message to a specified Zulip stream and topic.

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Frequently Asked Questions

How do I start an integration between OneHash CRM and Zulip?

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

Can we customize how data from OneHash CRM is recorded in Zulip?

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

How often does the data sync between OneHash CRM and Zulip?

The data sync between OneHash CRM and Zulip 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 Zulip?

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 Zulip?

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

About Zulip

Zulip provides a rich chat interface for real-time and asynchronous team communication.

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