Connect Userflow and OneHash CRM to Build Intelligent Automations

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Userflow

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.

User Created

User Created

Triggers when a user is created in Userflow.

Group Created

Group Created

Triggers when a group is created in Userflow.

Group Updated

Group Updated

Triggers when a group is updated in Userflow.

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 Userflow

Do thisActions

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

Track Event

Track Event

Tracks an event for a user/group.

Delete Group

Delete Group

Delete an existing group for specified group id.

Find Group

Find Group

Finds an existing group

Find User

Find User

Find an existing user.

Create/Update User

Create/Update User

Creates (or updates) a user.

Create/Update Group

Create/Update Group

Updates (or creates) a group.

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Frequently Asked Questions

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

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

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

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

The data sync between Userflow 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 Userflow 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 Userflow and OneHash CRM?

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

Userflow

About Userflow

UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.

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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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