Popular ConvergeHub + Deskera Workflows
Create Deskera 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 - Deskera integration, anytime a new ConvergeHub contact is created, an Deskera 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 Deskera account for new ConvergeHub account
Create ConvergeHub deal from new Deskera contact
This Deskera - 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.
Create ConvergeHub contact for new Deskera 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 Deskera - ConvergeHub integration, anytime a new Deskera contact 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.
When Contact is created in Deskera > Check condition > Create contact in ConvergeHub
When Contact is created in Deskera > Check condition > Create lead in ConvergeHub
When CRM Contact is created in Deskera > Check condition > Create contact in ConvergeHub
When CRM Contact is created in Deskera > Check condition > Create lead in ConvergeHub
When Contact is created in ConvergeHub > Check condition > Create contact in Deskera
When Contact is created in ConvergeHub > Check condition > Create crm contact in Deskera
When Contact is created in ConvergeHub > Check condition > Create sales invoice in Deskera
When Lead is created in ConvergeHub > Check condition > Create contact in Deskera
When Lead is created in ConvergeHub > Check condition > Create crm contact in Deskera
When Lead is created in ConvergeHub > Check condition > Create sales invoice in Deskera
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ConvergeHub 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.
See ConvergeHub IntegrationsDeskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
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