Integrate ConvergeHub with Upsales
Send information between ConvergeHub and Upsales 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
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow creates a new contact in Upsales.
Generate a new contact in Upsales each time a new contact is created in ConvergeHub
ConvergeHub + Upsales
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
- The flow triggers when a new contact is created in Upsales.
- 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 ConvergeHub and Upsales
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Supported triggers and actions
Integrate ConvergeHub and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New target
Triggers when a new target is created
New account
Triggers when a new account is created
New event
Triggers when a new event is created
New contact
Triggers when new contact is created
New lead
Triggers when a new lead is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
Order placed
Triggers when a new order is placed
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create event
Creates a new event
Create account
Creates a new account
Create contact
Creates a new contact
Create target
Creates a new target
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Fetch event
Fetches an existing event by ID
Fetch target
Fetches an existing target by ID
Fetch lead
Fetches an existing lead by ID
Fetch account
Fetches an existing account by ID
Fetch contact
Fetches an existing contact by ID
Create company
Creates a new company
Create product
Creates a new product
Create order
Creates a new order
Create activity
Creates a new activity
Create contact
Creates a new contact
Create appointment
Creates a new appointment
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
What is Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
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Learn more >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
