New App: Centralize Your End-to-End Business Operations with ConvergeHub’s CRM

Kerri Lu
Kerri Lu / September 21, 2017

As you grow your business, you might get bogged down with too many tools to be efficient. Each tool serves a unique purpose for your business, but the lack of integration between them costs your team unnecessary time, not to mention expensive custom engineering efforts.

ConvergeHub is an all-in-one CRM software that provides a business management solution for small and medium businesses. It reduces friction between different parts of your business and ensures a smooth end-to-end process from sales and marketing to support and billing. Access ConvergeHub on multiple devices so you can automate your sales and billing, personalize your marketing campaigns, and centralize your support services.

Now Zapier connects ConvergeHub to 750+ apps, allowing you to manage your leads, contacts, accounts, and deals easily alongside your favorite tools. You can set up Zaps without writing a line of code and ConvergeHub data will be automatically updated in your other apps.

How ConvergeHub Works with Zapier

Triggers

  • New Contact: Triggers when you add a new contact.
  • New Event: Triggers when you add a new event.
  • New Lead: Triggers when you add a new lead.
  • New Target: Triggers when you add a new target.
  • New Account: Triggers when you add a new account.

Actions

  • Create Target: Creates a new target.
  • Create Lead: Creates a new lead.
  • Create Contact: Creates a new contact.
  • Create Event: Creates a new event.
  • Create Account: Creates a new account.

Automation Inspiration

Get started with these sample Zaps:

Create messages, documents, and notes from ConvergeHub contacts

Create ConvergeHub contacts from marketing apps

How To Automate ConvergeHub with Zapier

  1. Sign up for a ConvergeHub account, and make sure you have a Zapier account

  2. Try some pre-made ConvergeHub integrations and learn more about how ConvergeHub works with Zapier

  3. Check out our ConvergeHub help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with ConvergeHub and Zapier