ConvergeHub + Workast Integration

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ConvergeHub + Workast Integration

Create Workast task for new ConvergeHub contact

ConvergeHub and Workast 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 Workast? 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 + Workast Integration

Create Workast 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. Workast is a great tool for this.

All you need to do is - integrate Workast with ConvergeHub to create task in Workast 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 + Workast Integration

Create Workast 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 Workast 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 Workast, creating task in Workast is now easier than ever. Whenever a deal is created in ConvergeHub, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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ConvergeHub + Workast 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
  • Workast
    Task is created in Workast
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
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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