Integrate Freshsales with ConvergeHub
Send information between Freshsales and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Add a new contact in ConvergeHub whenever a new contact is added in Freshsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in ConvergeHub whenever a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in ConvergeHub.
Add a new contact in ConvergeHub whenever a new contact is added in Freshsales
Freshsales + ConvergeHub
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Supported triggers and actions
Integrate Freshsales and ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created in the selected view
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
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
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create contact
Creates a new contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by ID
Fetches a lead by ID
Fetch lead by email address
Fetches a lead by email
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
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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