OneHash CRM + Convertful Integration

Connect OneHash CRM to Convertful - Automate your workflows in 1-click

Make use of OneHash CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Convertful automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Skip the manual back and forth! Easily automate the flow of data between OneHash CRM & Convertful using Integrately.

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Ready Workflows For OneHash CRM + Convertful Integration

Just click on the workflow you want to automate

Create OneHash CRM contact for new Convertful form submission

When someone completes your Convertful, a new contact is automatically created in your OneHash CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convertful is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convertful - OneHash CRM integration set up makes it easy to manage your customer relationships and grow your business.

Activate

When Form is submitted in Convertful > Check any condition > Create contact in OneHash CRM

Convertful + OneHash CRM Integration

Activate

When Form is submitted in Convertful > Check any condition > Create lead in OneHash CRM

Convertful + OneHash CRM Integration

Activate

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Create Your Own OneHash CRM & Convertful Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in OneHash CRM
Triggers the automation whenever a new lead is created
Lead is updated in OneHash CRM
Triggers the automation whenever the lead information is updated
Customer is updated in OneHash CRM
Triggers the automation whenever customer details are updated
Contact is updated in OneHash CRM
Triggers the automation whenever a contact is updated
Customer is created in OneHash CRM
Triggers the automation whenever a new customer is created
Contact is created in OneHash CRM
Triggers the automation whenever a new contact is created
Item is updated in OneHash CRM
Triggers the automation whenever an item is modified
Item is created in OneHash CRM
Triggers the automation whenever a new item is created
Form is submitted in Convertful
Triggers the automation whenever a form is filled
Instant

Create customer in OneHash CRM
Automatically adds a new customer to the database
Create contact in OneHash CRM
Automatically adds a new contact to the database
Search contact in OneHash CRM
Automatically finds and retrieves contact information
Create lead in OneHash CRM
Automatically generates new leads for potential customers
Create quotation in OneHash CRM
Automatically generates a new quotation with predefined details
Create purchase invoice in OneHash CRM
Automatically generates a purchase invoice for a sales transaction
Create sales invoice in OneHash CRM
Automatically generates a new sales invoice with pre-filled details
Create item in OneHash CRM
Automatically generates a new item
Create sales order in OneHash CRM
Automatically generates a new sales order with pre-filled details
Create purchase order in OneHash CRM
Automatically generates a purchase order for approved requests

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

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Integrate OneHash CRM & Convertful In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect OneHash CRM or Convertful With 1200+ Other Apps

OneHash CRM is a go-to platform for managing your entire workflow. It helps you efficiently track leads, customers, and item updates, generate contacts, manage inventory, and handles invoices and quotations in one platform.

See OneHash CRM Integrations

Convertful allows you to capture leads and increase your email subscribers. It helps you to create engaging forms for your website, blog or landing page in less than 5 minutes.

See Convertful Integrations