Connect Reply and OneHash CRM to Build Intelligent Automations
Ready to use Reply and OneHash CRM automations
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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
Do thisActions
Action is the task that follows automatically within your Reply integrations.
Mark as Finished
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Remove Person From Campaign
Removes a person from a specific campaign in an array of campaigns.
Create Person and Push to Campaign
Creates a person and immediately adds them to a campaign.
Create Person
Creates a new person.
Add Step to Campaign
Adds a new step to an existing campaign.
List Campaigns
Get List of Campaigns
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Frequently Asked Questions
To start, connect both your Reply and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how Reply data is recorded in OneHash CRM. This includes choosing which data fields go into which fields of OneHash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Reply and OneHash CRM 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 Reply and OneHash CRM. 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 Reply
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
Learn MoreAbout 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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