Integrate ConvergeHub with Zoho Connect

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

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Supported triggers and actions

Integrate ConvergeHub and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New target

Triggers when a new target is created

New contact

Triggers when new contact is created

New event

Triggers when a new event is created

New lead

Triggers when a new lead is created

New account

Triggers when a new account is created

Task status updated

Triggers when a task status is updated in the selected board

Group member added

Triggers when a new member is added to the selected group

Task created

Triggers when a new task is created

Conversation posted

Triggers when a new conversation is posted

Network member added

Triggers when a new member is added to the selected network

User name mentioned

Triggers when your user name is mentioned

Poll started

Triggers when a new poll is started in the selected group

New board

Triggers when a new board is created

Task completed

Triggers when a task is completed in the selected board

Announcement created

Triggers when a new announcement is created in the selected group

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create event

Creates a new event

Create contact

Creates a new contact

Create lead

Creates a new lead

Create target

Creates a new target

Update lead

Updates the details of an existing lead

Fetch event

Fetches an existing event by ID

Fetch account

Fetches an existing account by ID

Fetch lead

Fetches an existing lead by ID

Fetch contact

Fetches an existing contact by ID

Fetch target

Fetches an existing target by ID

Create private event

Creates a new private event

Add member to group

Adds a member to the selected group

Create group

Creates a new group in the selected network

Add member to board

Adds a member to the selected board

Create conversation

Creates a new conversation in the selected group

Create group event

Creates a new group event

Create task in section

Creates a new task in the selected section

Invite user

Invites a user to the selected network

Create private task

Creates a new private task

Create checklist

Creates a checklist for the specified task

Add comment in post

Adds a comment in the specified post

Create forum post

Creates a new forum post

Create board

Creates a new board

Add comment in task

Adds a comment in the specified task

Create board from board template

Creates a new board from an existing saved template

Archive board

Archives the selected board

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Unarchive board

Unarchives the selected board

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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 >

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

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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