ConvergeHub + Yanado Integration

Connect ConvergeHub to Yanado in 1 click

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ConvergeHub + Yanado Integration

Create Yanado email task for new ConvergeHub contact

ConvergeHub and Yanado 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 email task in Yanado? 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 + Yanado Integration

Create Yanado email 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. Yanado is a great tool for this.

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

Create Yanado email 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 email task in Yanado 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 Yanado, creating email task in Yanado is now easier than ever. Whenever a deal is created in ConvergeHub, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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ConvergeHub + Yanado 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
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
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
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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