Integrate Salesmate with ConvergeHub
Send information between Salesmate and ConvergeHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in ConvergeHub each time a new contact is created in Salesmate
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in ConvergeHub whenever a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in ConvergeHub.
Create a new contact is in ConvergeHub each time a new contact is created in Salesmate
Salesmate + ConvergeHub
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Supported triggers and actions
Integrate Salesmate and ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
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 deal
Creates a new deal
Create company
Creates a new company
Create activity
Creates a new activity
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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 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
