ConvergeHub and Salesflare
How to connect ConvergeHub
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When new Invoice in ConvergeHub, create opportunity, then find or create contact in Salesflare.
- When new Account in ConvergeHub, find or create account in Salesflare.
- When new Contact in ConvergeHub, find or create contact in Salesflare.
- When new Lead in ConvergeHub, find or create contact in Salesflare.
- When new Quotes in ConvergeHub, create opportunity in Salesflare.
- When new Account in Salesflare, create Account in ConvergeHub.
About ConvergeHub
ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.
ConvergeHub operations on Zapier
Triggers (8)
Start a workflow when this happens
- New Account — Triggers when you add a new account.
- New Contact — Triggers when you add a new contact.
- New Event — Triggers when you add a new event.
- New Invoice — Triggers when a new Invoice is created
- New Lead — Triggers when you add a new lead.
Show 3 more triggers
- New Module Entry — Triggers when any entry is created in the specified module.
- New Quotes — Triggers when new quotes created.
- New Target — Triggers when you add a new target.
Actions (9)
Things Salesflare can make it do
- Create Account — Creates a new account.
- Create Contact — Creates a new contact.
- Create Event — Creates a new event.
- Create Invoice — Create a new Invoice
- Create Lead — Creates a new lead.
Show 4 more actions
- Create Module Entry — Create a new entry in the module
- Create Quotes — Create a new Quotes
- Create Target — Creates a new target.
- Create or Update Lead — Creates or Updates a lead.
Searches (1)
Look up existing records
- Search by Reference Id — Search by Unique Reference Id of the source application.
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