Connect SquaredUp and OneHash CRM to Build Intelligent Automations

Choose a Trigger

SquaredUp

When this happens...

Choose an Action

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

Request a new Trigger for SquaredUp

Do thisActions

Action is the task that follows automatically within your SquaredUp integrations.

Create User

Create User

Create Tenent User.

Delete User

Delete User

Deleting the User using Email.

Search User

Search User

This action search user by email id.

Create Tenant Group

Create Tenant Group

Create a new tenant group with a display name, description.

Delete Tenant Group

Delete Tenant Group

Delete an existing tenant group by specifying its unique group ID.

Update Tenant Group

Update Tenant Group

Update the details of an existing tenant group, including its name, description, and associated users.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how SquaredUp 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.

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

The data sync between SquaredUp and OneHash CRM 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 SquaredUp to OneHash CRM?

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 SquaredUp and OneHash CRM?

Yes, you can set conditional logic to control the flow of data between SquaredUp 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.

SquaredUp

About SquaredUp

SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.

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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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