Integrate OnePageCRM with ConvergeHub

Send information between OnePageCRM and ConvergeHub automatically, without writing any code, using Zoho Flow.

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Create a new contact is in ConvergeHub each time a new contact is created in OnePageCRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in ConvergeHub each time a new contact is created in OnePageCRM.

How it works
  1. The flow triggers when a new contact is created in OnePageCRM.
  2. Zoho Flow creates a new contact in ConvergeHub.
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Create a new contact is in ConvergeHub each time a new contact is created in OnePageCRM

OnePageCRM + ConvergeHub

Build your own integrations between OnePageCRM and ConvergeHub

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Supported triggers and actions

Integrate OnePageCRM and ConvergeHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

New contact

Triggers when a new contact is created

Deal won

Triggers when a deal is won

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 contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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