ConvergeHub Help & Support

Supported Triggers#

• New Contact - Triggers when you add a new contact.
• New Event - Triggers when you add a new event.
• New Lead - Triggers when you add a new lead.
• New Target - Triggers when you add a new target.
• New Account - Triggers when you add a new account.

Supported Searches#

• Search by Reference Id - Search by Unique Reference Id of the source application.

Supported Actions#

• Create Target - Creates a new target.
• Create Contact - Creates a new contact.
• Create Event - Creates a new event.
• Create Lead - Creates a new lead.
• Create or Update Lead - Creates or Updates a lead.
• Create Account - Creates a new account.

To get started with ConvergeHub on Zapier, first you will need to click to connect your account to use with your Zap.

Next, you'll be asked to enter your ConvergeHub username and password.

Click “Continue” and if your login details were correct your account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!