CompanyHub + Convertri Integration

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

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

Integrating your CompanyHub with your Convertri, 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 Convertri - CompanyHub 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.

It's important to stay on top of your customer relationships, and one way to do that is to create CompanyHub tasks for new Convertri responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CompanyHub task for new Convertri response received today - your customers will thank you for it!

When you receive a new Convertri response, automatically a record is created for you with the responses from Convertri in CompanyHub. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the CompanyHub with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!

When Purchase is added in Convertri then Create contact in CompanyHub and Create deal in CompanyHub

When a new Purchase is added in Convertri, Create company in CompanyHub and Create deal in CompanyHub.

When a new Purchase is added in Convertri, Create deal in CompanyHub and Create a record (Custom Table) in CompanyHub

When a new Purchase is added in Convertri, Create contact in CompanyHub and Create a record (Custom Table) in CompanyHub

When Purchase is added in Convertri then Create contact in CompanyHub and Create task in CompanyHub