ConvergeHub + MemberVault Integration

Connect ConvergeHub to MemberVault in 1 click

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Popular ConvergeHub + MemberVault Workflows

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MemberVault + ConvergeHub Integration

Create ConvergeHub deal for new MemberVault product user

This automation makes it easy to create new deals in ConvergeHub when a new product user is created in MemberVault. Just connect your accounts, and every time a new product user is created in MemberVault, a new deal will automatically be created in ConvergeHub.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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MemberVault + ConvergeHub Integration

Create ConvergeHub contact for new MemberVault product user

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new ConvergeHub contact and MemberVault product user can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvergeHub + MemberVault Integration

Create MemberVault product user for new ConvergeHub contact

If you're using ConvergeHub to manage your sales leads, it's important to also use MemberVault to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in ConvergeHub, a corresponding product user will automatically be created in MemberVault.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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ConvergeHub + MemberVault 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
  • MemberVault
    User is added to a product in MemberVault Instant
  • MemberVault
    User email consent is added in MemberVault Instant
  • MemberVault
    Lesson is completed by user in MemberVault Instant
  • MemberVault
    Hot lead is created in MemberVault Instant
  • MemberVault
    User has reached the configured EP number in MemberVault Instant
  • MemberVault
    Module is completed by user in MemberVault Instant
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
  • MemberVault
    Add user to product in MemberVault
  • MemberVault
    Remove user from product in MemberVault
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