Popular Aero Workflow + ConvergeHub Workflows
Create Aero Workflow contact for new ConvergeHub contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this ConvergeHub - Aero Workflow integration, anytime a new ConvergeHub contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new ConvergeHub account
Create Aero Workflow task for new ConvergeHub contact
When you create a contact in ConvergeHub, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new ConvergeHub task
All you need to do is - integrate Aero Workflow with ConvergeHub to create task in Aero Workflow automatically when certain task occur in ConvergeHub. This can save you time by not having to manually create tasks in both systems.
Create Aero Workflow task for new ConvergeHub deal
With our integration between ConvergeHub and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a deal is created in ConvergeHub, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
Create Aero Workflow event for new ConvergeHub contact
Create Aero Workflow event for new ConvergeHub account
When Contact is created in ConvergeHub > Check any condition > Create task in Aero Workflow
When Lead is created in ConvergeHub > Check any condition > Create task in Aero Workflow
When Contact is created in ConvergeHub > Check condition > Create contact in Aero Workflow
When Lead is created in ConvergeHub > Check condition > Create contact in Aero Workflow
When Deal is created in ConvergeHub > Create appointment in Aero Workflow
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Aero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
See Aero Workflow IntegrationsConvergeHub is a powerful CRM that helps you manage leads & customers, create contacts, follow up on deals, schedule meetings, follow social media updates and monitor competitors with ease.
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