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
  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 ConvergeHub and Upsales

Connect ConvergeHub and Upsales with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 event

Triggers when a new event is created

New account

Triggers when a new account is created

New lead

Triggers when a new lead is created

New contact

Triggers when new contact is created

Opportunity created

Triggers when a new opportunity is created

Order placed

Triggers when a new order is placed

User created

Triggers when a new user is created

Appointment created

Triggers when a new appointment is created

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create target

Creates a new target

Create account

Creates a new account

Create event

Creates a new event

Create contact

Creates a new contact

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead

Fetch account

Fetches an existing account by ID

Fetch event

Fetches an existing event by ID

Fetch contact

Fetches an existing contact by ID

Fetch lead

Fetches an existing lead by ID

Fetch target

Fetches an existing target by ID

Create company

Creates a new company

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create order

Creates a new order

Create activity

Creates a new activity

Create product

Creates a new product

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.

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 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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