ConvergeHub + Assessment Generator Integration

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Assessment Generator + ConvergeHub Integration

Create ConvergeHub contact for new Assessment Generator response

When someone completes your Assessment Generator, a new contact is automatically created in your ConvergeHub. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Assessment Generator is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Assessment Generator - ConvergeHub integration set up makes it easy to manage your customer relationships and grow your business.
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Assessment Generator + ConvergeHub Integration

Create ConvergeHub deal for new Assessment Generator response

Integrating your ConvergeHub with your Assessment Generator, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Assessment Generator - ConvergeHub integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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ConvergeHub + Assessment Generator Integration
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • Assessment Generator
    New response is submitted in Assessment Generator Instant
2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
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