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OneHash CRM Integrations

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OneHash CRM Integration: The Best Way to Automate Your WordPress Workflow

OneHash CRM Integrations: OneHash CRM supports major international currencies and languages, allowing businesses to manage their global divisions and companies from a single configurable platform.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with OneHash CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with OneHash CRM.

Available Actions

  • Create Lead: This action will create a lead in OneHash CRM.
  • Create Customer: This action will create a customer in OneHash CRM.
  • Create Contact: This action will create a contact in OneHash CRM.

Authorization of OneHash CRM Integration

First you have to select the OneHash CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select OneHash CRM from the action page.

OneHash CRM Integrations

Integration Name/Title: Here give the meaningful integration title as per your requirement.

OneHash CRM Integrations name

To get your OneHash CRM Access API URL, API Key and API Secret, follow these steps:

  • Log in to your “OneHash CRM” account.
  • Click on your “Profile Picture” in the top right corner and select “My Settings”.
  • Scroll down and search for “API Access” and click on “Generate Keys”.
  • Your “API Secret” will be displayed. Copy and paste it into the “API Secret” field on your integrations page.
  • Go back to your “OneHash CRM” account and go to “API Access“.
  • Your “API Key” will be displayed. Copy and paste it into the “API Key” field on your integrations page.
  • Again go back to your “OneHash CRM” account and go to “API Access“.
  • Copy your “Access API URL” and paste it into the “Access API URL” field on your integrations page.
OneHash CRM Integrations dashboard
OneHash CRM Integrations profile my settings
OneHash CRM Integrations API Access
OneHash CRM Integrations generate keys
OneHash CRM Integrations API Secret
OneHash CRM Integrations generate API Key
OneHash CRM Integrations Access API URL
OneHash CRM Integrations Access API URL API Key API secret

Once you have successfully entered your OneHash CRM Access API URL, API Key and API Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

OneHash CRM Integrations authorization is success

Select Action: Select an option from the drop-down list. For Example: “Create Lead

OneHash CRM Integrations select an action

Lead Status: Select an option from the drop-down list. For Example: “Open

OneHash CRM Integrations Lead status

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in OneHash CRM. The “Person Name” and “Organization Name” field is the default field in OneHash CRM, so you will need to map your form’s “Person Name” and “Organization Name” field to this field in OneHash CRM.

OneHash CRM Integrations field mapping

Actions

Lead is an Organization: You can enable this option to include a lead within an organization.

OneHash CRM Integrations Lead is an Organization

Add Source: You can enable this option to include a source.

OneHash CRM Integrations Add Source

Add Address Type: You can enable this option to add a address type.

OneHash CRM Integrations Add Address Type

Add Lead Type: You can enable this option to add a lead type.

OneHash CRM Integrations Add Lead Type

Add Request Type: You can enable this option to add a request type.

OneHash CRM Integrations Add Request Type

Add Market Segment: You can enable this option to add market segment.

OneHash CRM Integrations Add Market Segment

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your OneHash CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

OneHash CRM Integrations finish and save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

OneHash CRM Integrations timeline
OneHash CRM Integrations success

Use Case

Elementor Form with OneHash CRM

Elementor Form Integration with OneHash CRM using Bit Integrations. When an Elementor Form is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Gravity Forms with OneHash CRM

Gravity Forms Integration with OneHash CRM using Bit Integrations. When a Gravity Forms is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

WPForms with OneHash CRM

WPForms Integration with OneHash CRM using Bit Integrations. When a WPForms is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Contact Form 7 with OneHash CRM

Contact Form 7 Integration with OneHash CRM using Bit Integrations. When a Contact Form 7 is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

WooCommerce with OneHash CRM

WooCommerce Integration with OneHash CRM using Bit Integrations. When a user create a customer or create a product in WooCommerce, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Ninja Forms with OneHash CRM

Ninja Forms Integration with OneHash CRM using Bit Integrations. When a Ninja Forms is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Forminator Forms with OneHash CRM

Forminator Forms Integration with OneHash CRM using Bit Integrations. When a Forminator Forms is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Formidable Forms with OneHash CRM

Formidable Forms Integration with OneHash CRM using Bit Integrations. When a Formidable Forms is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Fluent Forms with OneHash CRM

Fluent Forms Integration with OneHash CRM using Bit Integrations. When a Fluent Forms is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

Bit Form with OneHash CRM

Bit Form Integration with OneHash CRM using Bit Integrations. When a Bit Form is submitted, then a new lead, Customer, or Contact is automatically created in OneHash CRM.

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