Small enterprises are responsible for keeping things moving in the economy. They might be considered the engine of growth and development. Small businesses, on the other hand, typically lag behind their bigger counterparts when it comes to providing excellent customer relationship management and care.
Providing an excellent CRM may need a significant investment of time and money. The good news is that fantastic resources are available now that can give the same level of customer relationship management at a reduced cost. This is where OneCRM comes in. But what if you want integrate Zapier with the world’s fastest CRM?
This article will walk you through the steps to integrate OneHash with Zapier with ease.
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:
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.
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 compatable 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.
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.
You will find the data keys on which the data needs to be sent to. The complete details of data keys can be found on the customized form. Choose the values that will be sent to OneHash. So with OneHash, we're simply mapping all of the data to our various fields. Now that all of the data has been mapped, send the authorization details.
-Blog written by Mabel Andrady