Integrate Salesmate with ConvergeHub

Send information between Salesmate 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 Salesmate

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in ConvergeHub whenever a new contact is created in Salesmate.

How it works
  1. The flow triggers when a new contact is created in Salesmate.
  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 Salesmate

Salesmate + ConvergeHub

Build your own integrations between Salesmate and ConvergeHub

Connect Salesmate and ConvergeHub with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesmate and ConvergeHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

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 deal

Creates a new deal

Create activity

Creates a new activity

Create company

Creates a new company

Create contact

Creates a new contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch company

Fetches the details of a company by name, ID, or website

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch deal

Fetches the details of a deal by title or ID

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 Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

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.

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Custom functions

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

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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

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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