Connect Survser and OneHash CRM to Build Intelligent Automations

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Survser

When this happens...

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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 survey is created

new survey is created

runs when new survey is created

new survey response arrives

new survey response arrives

runs when new survey response arrives

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 Survser

Do thisActions

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

Show surveys

Show surveys

Displays all surveys in your Survser account.

new survey response arrives

new survey response arrives

runs when new survey response arrives

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.

Request a new Action for Survser

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Survser 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 Survser and OneHash CRM?

The data sync between Survser 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 Survser 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 Survser and OneHash CRM?

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

Survser

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

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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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