Integrate Salesmate with ConvergeHub
Send information between Salesmate and ConvergeHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in ConvergeHub.
Create a new contact is in ConvergeHub each time a new contact is created in Salesmate
Salesmate + ConvergeHub
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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.
Similar apps
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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.
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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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