Flexie CRM + ConvergeHub Integration

Connect Flexie CRM to ConvergeHub - Automate your workflows in 1-click

Make use of Flexie CRM and ConvergeHub automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Flexie CRM & ConvergeHub using Integrately.
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ConvergeHub + Flexie CRM Integration

Create Flexie CRM deal from new ConvergeHub contact

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

This ConvergeHub - Flexie CRM 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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ConvergeHub + Flexie CRM Integration

Create Flexie CRM contact for new ConvergeHub contact

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 ConvergeHub - Flexie CRM integration, anytime a new ConvergeHub contact is created, an Flexie CRM 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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Flexie CRM + ConvergeHub Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation whenever any event occurs

    Instant
  • ConvergeHub
    Lead is created in ConvergeHub

    Triggers the automation whenever a new lead is created

  • ConvergeHub
    Account is created in ConvergeHub

    Triggers the automation whenever a new account is created

  • ConvergeHub
    Target is created in ConvergeHub

    Triggers the automation whenever a target is created

  • ConvergeHub
    Contact is created in ConvergeHub

    Triggers the automation whenever a new contact is created

  • ConvergeHub
    Deal is created in ConvergeHub

    Triggers the automation whenever a deal is created

  • ConvergeHub
    Task is created in ConvergeHub

    Triggers the automation whenever a new task is created

  • ConvergeHub
    Event is created in ConvergeHub

    Triggers the automation whenever a new event is created

2.
  • Flexie CRM
    Create contact in Flexie CRM

    Automatically adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Automatically updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Automatically finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Automatically generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Automatically updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Automatically retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Automatically updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Automatically generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Automatically searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Automatically updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Automatically creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Automatically searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Automatically generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Automatically retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Automatically updates the lead information

  • ConvergeHub
    Create lead in ConvergeHub

    Automatically generates new leads for potential customers

  • ConvergeHub
    Create contact in ConvergeHub

    Automatically adds a new contact to the database

  • ConvergeHub
    Create deal in ConvergeHub

    Automatically generates a new deal with

  • ConvergeHub
    Create target in ConvergeHub

    Automatically generates a new target for tracking purposes

  • ConvergeHub
    Create task in ConvergeHub

    Automatically creates a new task

  • ConvergeHub
    Create account in ConvergeHub

    Automatically generates a new account

  • ConvergeHub
    Create event in ConvergeHub

    Automatically adds a new contact to the contact list

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Integrate Flexie CRM & ConvergeHub In 1 Click
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