Integrate Upsales with ConvergeHub

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

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Generate a new contact in Upsales each time a new contact is created in ConvergeHub

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Upsales each time a new contact is created in ConvergeHub.

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

ConvergeHub + Upsales

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Create a new contact in ConvergeHub whenever a new contact is created in Upsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in ConvergeHub whenever a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in ConvergeHub.
+

Create a new contact in ConvergeHub whenever a new contact is created in Upsales

Upsales + ConvergeHub

Build your own integrations between Upsales and ConvergeHub

Connect Upsales and ConvergeHub with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and ConvergeHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity 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 contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

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