How To Integrate OneHash With Zapier
A step-by-step walkthrough of connecting OneHash CRM to Zapier using a webhook trigger and the OneHash API.
Small businesses often can’t justify the cost of the enterprise-grade customer relationship management setups their bigger competitors run — that’s where OneHash CRM comes in, at a fraction of the price. But a CRM is only as useful as the tools it connects to, and that’s where Zapier comes in.
This article walks you through connecting OneHash CRM to Zapier using a webhook trigger, so leads captured elsewhere land directly in OneHash.
Step 1
To connect OneHash to Zapier, visit the Zapier site. Sign in, and then go to the Dashboard.
Choose the app you would like to connect to. For instance, if you want to connect Webhooks, this is what will be displayed:
Step 2
To send this data to OneHash, you will have to connect with webhook on the right dialog box. It will send the data to the record book, which will subsequently be sent to OneHash via the webhook. To choose when you would like to make this happen, select ‘catch raw hook’ and then construct a lead with the help of a POST request. Next, hit the ‘Try It’ button.
Step 3
Here you can view the parameters that have been set. Click continue. Copy the URL and click Continue again.
Next, click ‘Test Trigger.’
Visit Postman or another compatible platform. You can now use this webhook to send the required data.
Next, select Key Value Edit. Type in the values and then hit the ‘send’ button.
Step 4
You can retest the request after it has been received.
Post this data with the help of OneHash API. Type in the url as: yoursitename.onehash.ai/api/resource/Lead
Select the payload type. For example, we have selected JSON.
Step 5
You will find the data keys the data needs to be sent to on the customized form. Choose the values that will be sent to OneHash CRM and map them to the matching fields. Once everything is mapped, send the authorization details and your Zapier trigger is live.
From here, any lead captured by a connected app flows straight into OneHash CRM without anyone re-typing it. For a look at other ways to connect your tools, see OneHash’s integration with Pabbly Connect, or book a demo if you’d rather have someone walk you through it.