ConvergeHub + Redbooth Integration

Connect ConvergeHub to Redbooth in 1 click

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Popular ConvergeHub + Redbooth Workflows

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ConvergeHub + Redbooth Integration

Create Redbooth task for new ConvergeHub contact

ConvergeHub and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in ConvergeHub, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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ConvergeHub + Redbooth Integration

Create Redbooth task for new ConvergeHub task

ConvergeHub provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from ConvergeHub. Redbooth is a great tool for this.

All you need to do is - integrate Redbooth with ConvergeHub to create task in Redbooth automatically when certain task occur in ConvergeHub. This can save you time by not having to manually create tasks in both systems.
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ConvergeHub + Redbooth Integration

Create Redbooth task for new ConvergeHub deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Redbooth to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within ConvergeHub? Well now there is!

With our integration between ConvergeHub and Redbooth, creating task in Redbooth is now easier than ever. Whenever a deal is created in ConvergeHub, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.
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ConvergeHub + Redbooth 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
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
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
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create Subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth
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