ConvergeHub + Prefinery Integration

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Prefinery + ConvergeHub Integration

Create ConvergeHub deal for new Prefinery user

This automation makes it easy to create new deals in ConvergeHub when a new user is created in Prefinery. Just connect your accounts, and every time a new user is created in Prefinery, 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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Prefinery + ConvergeHub Integration

Create ConvergeHub contact for new Prefinery 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 Prefinery 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 + Prefinery Integration

Create Prefinery user for new ConvergeHub contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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ConvergeHub + Prefinery 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
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery 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
  • Prefinery
    Create user in Prefinery
  • Prefinery
    Unsubscribe user in Prefinery
  • Prefinery
    Trigger rewards in Prefinery
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