Integrate OnePageCRM with ConvergeHub

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

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Create a new contact is in ConvergeHub each time a new contact is created in OnePageCRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in ConvergeHub each time a new contact is created in OnePageCRM.

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

OnePageCRM + ConvergeHub

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Supported triggers and actions

Integrate OnePageCRM and ConvergeHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

New account

Triggers when a new account is created

New target

Triggers when a new target is created

New lead

Triggers when a new lead is created

New contact

Triggers when new contact is created

New event

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create lead

Creates a new lead

Create target

Creates a new target

Create event

Creates a new event

Create contact

Creates a new contact

Create account

Creates a new account

Update lead

Updates the details of an existing lead

Fetch target

Fetches an existing target by ID

Fetch lead

Fetches an existing lead by ID

Fetch event

Fetches an existing event by ID

Fetch account

Fetches an existing account by ID

Fetch contact

Fetches an existing contact by ID

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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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CEO, Lakeside CNC Group

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Josh Lucas

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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

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