Integrate Zoho CRM with ConvergeHub
Send information between Zoho CRM and ConvergeHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in ConvergeHub.
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 note
Triggers when a new note is added
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
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
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
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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Learn more >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
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
