ConvergeHub + Freshservice Integration

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ConvergeHub + Freshservice Integration

Create Freshservice ticket for new ConvergeHub deal

ConvergeHub is a great tool for managing customer relationships. However, when an deal is created in ConvergeHub, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Freshservice whenever an deal is created in ConvergeHub. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Freshservice + ConvergeHub Integration

Create ConvergeHub contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in ConvergeHub. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - ConvergeHub integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in ConvergeHub.

This makes it easy to keep track of your support tickets and contacts in one place.
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ConvergeHub + Freshservice 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
  • Freshservice
    Ticket is created in Freshservice
  • Freshservice
    Ticket is updated in Freshservice
  • Freshservice
    Requester is created in Freshservice
  • Freshservice
    Requester is updated in Freshservice
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
  • Freshservice
    Create ticket in Freshservice
  • Freshservice
    Create requester in Freshservice
  • Freshservice
    Get requester by ID in Freshservice
  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice
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