Integrate Zoho CRM with ConvergeHub

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

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Create a new contact in ConvergeHub whenever a new contact is created in Zoho CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in ConvergeHub whenever a new contact is created in Zoho CRM.

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

Zoho CRM + ConvergeHub

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Supported triggers and actions

Integrate Zoho CRM and ConvergeHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

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

All Actions - Actions are the automated tasks

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

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

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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