ConvergeHub + awork Integration

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ConvergeHub + awork Integration

Create awork task for new ConvergeHub contact

ConvergeHub and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in ConvergeHub, do you also create a task in awork? 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.
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ConvergeHub + awork Integration

Create awork task for new ConvergeHub task

ConvergeHub provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from ConvergeHub. awork is a great tool for this.

All you need to do is - integrate awork with ConvergeHub to create task in awork automatically when certain task occur in ConvergeHub. This can save you time by not having to manually create tasks in both systems.
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ConvergeHub + awork Integration

Create awork task for new ConvergeHub deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within ConvergeHub? Well now there is!

With our integration between ConvergeHub and awork, creating task in awork is now easier than ever. Whenever a deal is created in ConvergeHub, you can automatically create a corresponding task in awork to keep your team up-to-date.
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ConvergeHub + awork Integration

Create awork project from new ConvergeHub account

If you're using awork to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in ConvergeHub, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.
awork + ConvergeHub Integration

Create ConvergeHub contact for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 awork - ConvergeHub integration, anytime a new awork client is created, an ConvergeHub 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.
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awork + ConvergeHub Integration

Create ConvergeHub deal from new awork client

Anytime a new client is created in your awork, a new deal will automatically be created in your ConvergeHub. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This awork - ConvergeHub integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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awork + ConvergeHub Integration

Create ConvergeHub account from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a account in ConvergeHub to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a account in ConvergeHub whenever you create a project in awork.
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ConvergeHub + awork 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
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork 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
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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