Integrate ConvergeHub with Picky Assist
Send information between ConvergeHub and Picky Assist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in Picky Assist for a newly added contact in ConvergeHub
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Picky Assist whenever a new contact is added in ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Send a greeting email in Picky Assist for a newly added contact in ConvergeHub
ConvergeHub + Picky Assist
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Supported triggers and actions
Integrate ConvergeHub and Picky Assist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New event
Triggers when a new event is created
New target
Triggers when a new target is created
New lead
Triggers when a new lead is created
New account
Triggers when a new account is created
New contact
Triggers when new contact is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create target
Creates a new target
Create contact
Creates a new contact
Create event
Creates a new event
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Fetch contact
Fetches an existing contact by ID
Fetch lead
Fetches an existing lead by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch target
Fetches an existing target by ID
Send message
Sends a new Whatsapp or SMS message
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
What is Picky Assist?
Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.
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