Folioze + ConvergeHub Integration

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ConvergeHub + Folioze Integration

Create Folioze contact for new ConvergeHub contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Folioze + ConvergeHub Integration

Create ConvergeHub contact from new Folioze order

As an online store owner, you're likely using Folioze to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Folioze with ConvergeHub? This integration will allow you to automatically create a contact for each new order in ConvergeHub.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Folioze + ConvergeHub Integration

Create ConvergeHub deal for new Folioze form submission

Integrating your ConvergeHub with your Folioze, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Folioze - ConvergeHub integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Folioze + ConvergeHub Integration

Create ConvergeHub deal for new Folioze event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in ConvergeHub.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Folioze, it will trigger a corresponding deal creation in ConvergeHub.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Folioze + ConvergeHub Integration
1.
  • Folioze
    Product is created in Folioze Instant
  • Folioze
    Product is updated in Folioze Instant
  • Folioze
    Form response is created in Folioze Instant
  • Folioze
    Order is created in Folioze Instant
  • Folioze
    Order is updated in Folioze Instant
  • Folioze
    Contact is created or updated in Folioze Instant
  • Folioze
    Booking is created in Folioze Instant
  • 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
2.
  • Folioze
    Delete contact in Folioze
  • Folioze
    Search contact in Folioze
  • Folioze
    Update contact in Folioze
  • Folioze
    Create contact in Folioze
  • Folioze
    Create product in Folioze
  • Folioze
    Update product in Folioze
  • Folioze
    Search product in Folioze
  • Folioze
    Create member in Folioze
  • Folioze
    Delete member in Folioze
  • Folioze
    Create member group in Folioze
  • Folioze
    Update member group in Folioze
  • Folioze
    Delete member group in Folioze
  • 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
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