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Optiin + OneHash CRM Integration

Connect Optiin to OneHash CRM - Automate your workflows in 1-click

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Ready workflows for Optiin + OneHash CRM Integration

Just click on the workflow you want to automate

most-popular-automations

Create Optiin contact for new OneHash CRM contact

If you're using OneHash CRM to manage your sales leads, it's important to also use Optiin to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in OneHash CRM, a corresponding contact will automatically be created in Optiin.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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When Customer is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update member in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Create contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Create product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update member in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Create contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Create product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Search contact in Optiin > Check any condition > (If condition matches) > Update product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Update contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Update member in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Create contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Create product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Customer is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Update product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Update contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Update member in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Create contact in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Create product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

When Lead is created in OneHash CRM > Check any condition > Search contact in Optiin > Check any condition > (If condition matches) > Update product in Optiin > (Else) > Create member in Optiin

OneHash CRM + Optiin Integration

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Didn’t find what you were looking for?

Create Your Own Optiin & OneHash CRM Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Optiin & OneHash CRM

Create Automation

Choose the app you want to connect Gmail with...

1.

Product is created in Optiin Instant
Product is updated in Optiin Instant
Form response is created in Optiin Instant
Booking is created in Optiin Instant
Contact is created or updated in Optiin Instant
Order is created in Optiin Instant
Order is updated in Optiin Instant
Lead is created in OneHash CRM
Lead is updated in OneHash CRM
Customer is updated in OneHash CRM
Contact is updated in OneHash CRM
Customer is created in OneHash CRM
Contact is created in OneHash CRM
Item is updated in OneHash CRM
Item is created in OneHash CRM

2.

Delete contact in Optiin
Update contact in Optiin
Create product in Optiin
Search contact in Optiin
Create contact in Optiin
Update product in Optiin
Search product in Optiin
Create member in Optiin
Delete member in Optiin
Update member in Optiin
Create member group in Optiin
Update member group in Optiin
Delete member group in Optiin
Create customer in OneHash CRM
Create contact in OneHash CRM
Search contact in OneHash CRM
Create lead in OneHash CRM
Create quotation in OneHash CRM
Create purchase invoice in OneHash CRM
Create sales invoice in OneHash CRM
Create item in OneHash CRM
Create sales order in OneHash CRM
Create purchase order in OneHash CRM

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Integrate Optiin & OneHash CRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Optiin & OneHash CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Optiin or OneHash CRM With 1100+ Other Apps

Optiin is a website funnel building platform that powers your online business to next level. With user-friendly interface and powerful features, you can create website funnels within minutes with Optiin.

See Optiin Integrations

OneHash CRM is a go-to platform for managing your entire workflow. It helps you efficiently track leads, customers, and item updates, generate contacts, manage inventory, and handles invoices and quotations in one platform.

See OneHash CRM Integrations

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