ConvergeHub + Optiin Integration

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ConvergeHub + Optiin Integration

Create Optiin contact for new ConvergeHub contact

If you're using ConvergeHub to manage your sales leads, it's important to also use Optiin 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 contact will automatically be created in Optiin.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Optiin + ConvergeHub Integration

Create ConvergeHub contact from new Optiin order

As an online store owner, you're likely using Optiin to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Optiin with ConvergeHub? This integration will allow you to automatically create a contact for each new order in ConvergeHub.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Optiin + ConvergeHub Integration

Create ConvergeHub deal for new Optiin form submission

Integrating your ConvergeHub with your Optiin, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Optiin - ConvergeHub integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Optiin + ConvergeHub Integration

Create ConvergeHub deal for new Optiin event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in ConvergeHub.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Optiin, it will trigger a corresponding deal creation in ConvergeHub.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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ConvergeHub + Optiin 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
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin 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
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
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