ConvergeHub + Halopsa Integration

Connect ConvergeHub to Halopsa in 1 click

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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
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
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2.

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Ready Workflows Ready Workflows   for ConvergeHub + Halopsa Integration

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Halopsa + ConvergeHub Integration

Create ConvergeHub contact from new Halopsa 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 + Halopsa Integration

Create Halopsa 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 Halopsa 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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Automations

Top 10 Most Popular ConvergeHub Automations from
Integrately Community

Just click on the workflow you want to automate

Autopilot logo
ConvergeHub logo
Create ConvergeHub contact for new Autopilot contact
Activate
Stackby logo
ConvergeHub logo
Create ConvergeHub contact for new Stackby row
Activate
ConvergeHub logo
ClickSend SMS logo
Send ClickSend SMS message for new ConvergeHub contact
ConvergeHub logo
Twilio logo
Send Twilio sms for new ConvergeHub contact
ConvergeHub logo
SendGrid logo
Send SendGrid email for new ConvergeHub contact
Autopilot logo
ConvergeHub logo
Create ConvergeHub contact for new Autopilot contact
Activate
Stackby logo
ConvergeHub logo
Create ConvergeHub contact for new Stackby row
Activate
ConvergeHub logo
ClickSend SMS logo
Send ClickSend SMS message for new ConvergeHub contact
ConvergeHub logo
Twilio logo
Send Twilio sms for new ConvergeHub contact
ConvergeHub logo
SendGrid logo
Send SendGrid email for new ConvergeHub contact
ConvergeHub logo
Online Live Support logo
Send Online Live Support message for new ConvergeHub contact
ConvergeHub logo
MailerSend logo
Send MailerSend message for new ConvergeHub contact
ConvergeHub logo
Telnyx logo
Send Telnyx message for new ConvergeHub contact
ConvergeHub logo
SMS Idea logo
Send SMS Idea message for new ConvergeHub contact
ConvergeHub logo
sms77 logo
Send sms77 message for new ConvergeHub contact
ConvergeHub logo
Online Live Support logo
Send Online Live Support message for new ConvergeHub contact
ConvergeHub logo
MailerSend logo
Send MailerSend message for new ConvergeHub contact
ConvergeHub logo
Telnyx logo
Send Telnyx message for new ConvergeHub contact
ConvergeHub logo
SMS Idea logo
Send SMS Idea message for new ConvergeHub contact
ConvergeHub logo
sms77 logo
Send sms77 message for new ConvergeHub contact
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ConvergeHub
ConvergeHub
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.
Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.