OneHash CRM + Phone.com Integration

Connect OneHash CRM to Phone.com - Automate your workflows in 1-click

Make use of OneHash CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Phone.com automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. And automate all the repetitive tasks between OneHash CRM & Phone.com using Integrately.
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OneHash CRM + Phone.com Integration

Create Phone.com contact for new OneHash CRM contact

If you're using OneHash CRM to manage your sales leads, it's important to also use Phone.com 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 Phone.com.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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OneHash CRM + Phone.com Integration
1.
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
  • Phone.com
    Call recording is created in Phone.com Instant
  • Phone.com
    SMS is recived in Phone.com Instant
  • Phone.com
    Call is completed in Phone.com Instant
  • Phone.com
    SMS is sent in Phone.com Instant
  • Phone.com
    Call log record is created in Phone.com Instant
  • Phone.com
    Call is created in Phone.com Instant
2.
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM
  • Phone.com
    Search contact in Phone.com
  • Phone.com
    Send SMS in Phone.com
  • Phone.com
    Create Contact in Phone.com
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