Flexie CRM + ConvergeHub Integration

Integrate ConvergeHub to Flexie CRM in one click, or tell Integrately AI how you want each lead handled. Qualify new prospects, update your records, alert your team, and track deal progress automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • 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
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2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • 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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Ready Workflows Ready Workflows for ConvergeHub + Flexie CRM Integration

Capture leads, create records, update contacts, notify your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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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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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Connect more apps to your ConvergeHub + Flexie CRM flow

Capture leads from ads, sync customer data with mailing lists, alert your team on messaging apps, and keep every workflow connected. Pick a combination and activate it in one click.

Flexie CRM
ConvergeHub
+
Facebook Lead AdsFacebook Lead Ads (2)
+
MailchimpMailchimp (2)
+
HubSpotHubSpot (2)
+
CalendlyCalendly (2)
+
Google SheetsGoogle Sheets (2)
+
SlackSlack (2)
F
C
F
S
Add Facebook leads to ConvergeHub, create the lead in Flexie CRM, and notify your team on Slack
Every Facebook Lead Ads submission creates a lead in ConvergeHub, registers it in Flexie CRM, and notifies your team on Slack instantly.
F
C
F
G
Send Facebook Lead Ads submissions to ConvergeHub, create contacts in Flexie CRM, and log them in Google Sheets
Sync Facebook Lead Ads submissions directly to ConvergeHub, Flexie CRM, and Google Sheets without manual work.

Supported triggers and actions for Flexie CRM and ConvergeHub

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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ConvergeHub
ConvergeHub Triggers & Actions
Lead is created in ConvergeHub
Triggers the automation when a new lead is created
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Account is created in ConvergeHub
Triggers the automation when a new account is created
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Target is created in ConvergeHub
Triggers the automation when a target is created
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Contact is created in ConvergeHub
Triggers the automation when a new contact is created
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Deal is created in ConvergeHub
Triggers the automation when a deal is created
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Task is created in ConvergeHub
Triggers the automation when a new task is created
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Event is created in ConvergeHub
Triggers the automation when a new event is created
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Create lead in ConvergeHub
Generates new leads for potential customers
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Create contact in ConvergeHub
Adds a new contact to the database
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Create deal in ConvergeHub
Generates a new deal with
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Create target in ConvergeHub
Generates a new target for tracking purposes
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Create task in ConvergeHub
Creates a new task
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Create account in ConvergeHub
Generates a new account
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Create event in ConvergeHub
Adds a new contact to the contact list
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What can you automate with ConvergeHub + Flexie CRM?

Streamline your sales pipeline by connecting ConvergeHub and Flexie CRM for automated lead creation, contact updates, and deal tracking.

What you can automate?
🔄
Sync every new lead between ConvergeHub and Flexie CRM
Automatically create a corresponding lead in Flexie CRM the moment a new lead is created in ConvergeHub. Eliminate manual data entry and ensure your sales reps can follow up instantly.
📋
Capture and map all contact and account details
Transfer complete customer profiles including names, emails, and company details from ConvergeHub into Flexie CRM fields. Keep your database thorough and structured.
🔔
Notify team members of incoming deals and accounts
Trigger instant internal notifications whenever a high-value deal or account is created in ConvergeHub or updated in Flexie CRM. Keep your entire sales department aligned.
🔀
Route records based on submitted deal or lead criteria
Apply conditional rules to send specific leads or deals to designated pipelines in Flexie CRM based on custom values submitted in ConvergeHub.
🔄
Keep customer records updated across both platforms
Automatically update contact and deal information in Flexie CRM whenever corresponding changes occur in ConvergeHub. Maintain accurate data integrity company-wide.
🔍
Search and update existing records to prevent duplicates
Search for existing contacts or accounts before creating new entries, updating existing profiles in Flexie CRM from ConvergeHub data automatically.
📊
Manage deal progression and task milestones
Create tasks and update deal stages across platforms seamlessly as your sales pipeline advances from initial prospect contact to closed won.
🔗
Extend your workflow with popular messaging and spreadsheet tools
Connect your core ConvergeHub and Flexie CRM flow with Google Sheets, Slack, or email apps to log records and alert team members automatically.
And much more...

Who is ConvergeHub + Flexie CRM integration for?

Sales teams and managers connecting ConvergeHub to Flexie CRM ensure leads are tracked, contacts updated, and deals closed without manual data entry errors.

Sales Managers
Sales Managers
Business Development Reps
Business Development Reps
Account Executives
Account Executives
Operations Teams
Operations Teams
Sales Development Representatives
Sales Development Representatives
CRM Administrators
CRM Administrators
📈
Sales Managers
You review pipeline reports in ConvergeHub but your activity metrics in Flexie CRM are always lagging behind because records are updated by hand, so the conversion numbers you're reviewing are outdated — with this integration, every new deal and lead syncs instantly and your pipeline stays accurate.
Business Development Reps
You need to reach out to new leads the moment they submit their contact info, but manual transfers between platforms leave your team waiting hours for assignments — automating both apps means every lead submission appears in your CRM workspace immediately for rapid outreach.
🎯
Account Executives
You manage client accounts and deal stages across multiple systems, but mismatched customer details lead to confusing follow-up calls — connecting these apps means your contact records remain completely uniform across both platforms.
📊
Operations Teams
The high volume of daily customer submissions makes manual data entry impossible to keep up with, resulting in missed leads and incomplete logs — this integration means every record is captured, created, and routed automatically without human bottleneck.
🤝
Sales Development Representatives
You depend on upstream lead creation to start your qualification outreach, but delayed handoffs stall your daily activity targets — with this integration, newly created leads trigger your workflow steps the second they arrive.
🗂️
CRM Administrators
You need a reliable, gap-free history of every customer interaction and deal stage change, but manual copy-pasting leaves missing fields in your database — automating this process means every contact, lead, and task populates with complete data every time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Flexie CRM + ConvergeHub

Build and manage your Flexie CRM + ConvergeHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + ConvergeHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect ConvergeHub to Flexie CRM?
Frequently Asked Questions
You can connect ConvergeHub to Flexie CRM instantly using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build custom paths linking your CRM with apps like Slack and Google Sheets.
Can I automatically create Flexie CRM leads from ConvergeHub leads?
Frequently Asked Questions
Can I connect ConvergeHub, Flexie CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ConvergeHub and Flexie CRM?
Frequently Asked Questions
How are ConvergeHub contacts and leads handled during synchronization?
Frequently Asked Questions
Can I update deals and accounts in Flexie CRM from ConvergeHub?
Frequently Asked Questions
Do I need coding skills to automate ConvergeHub and Flexie CRM?
Frequently Asked Questions
Is the ConvergeHub and Flexie CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ConvergeHub or Flexie CRM With 1500+ Other Apps

ConvergeHub
Popular ConvergeHub Integrations
Connect ConvergeHub to CRMs, email marketing tools, and productivity suites to streamline your customer management workflow.
Flexie CRM
Popular Flexie CRM Integrations
Sync Flexie CRM with reporting, messaging, and project management applications to keep your sales data unified.