ConvergeHub + Formstack

Process new Formstack submissions and create or update ConvergeHub leads

Effortlessly streamline your lead management process with this Formstack-ConvergeHub integration. When a new submission is received in Formstack, a lead will be created or updated in ConvergeHub, ensuring your sales team always has the most up-to-date information. Simplify your workflow and let this automation handle the data entry, so you can focus on nurturing relationships and closing deals.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create or Update Lead
Creates or Updates a lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
New Event
Triggers when you add a new event.
Trigger
Scheduled
Try It

New Target
Triggers when you add a new target.
Trigger
Scheduled
Try It
- NameRequired
- Account Type
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Billing Address Street
- Billing Address Street 2
- Billing Address City
- Billing Address State
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street
- Shipping Address Street 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postal Code
- Shipping Address Country
Action
Write

- Type
- NameRequired
- Location
- Priority
- Start Date
- End Date
- Status
- Description
Action
Write
- Module NameRequired
Action
Write
- Salutation
- First Name
- Last Name
- Description
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Product IdRequired
- QuantityRequired
- RateRequired
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub TotalRequired
- Grand TotalRequired
Action
Write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Account
Triggers when you add a new account.
Trigger
Scheduled
Try It
- Module NameRequired
Trigger
Scheduled
Try It
New Lead
Triggers when you add a new lead.
Trigger
Scheduled
Try It
New Quotes
Triggers when new quotes created.
Trigger
Scheduled
Try It
- Salutation
- First Name
- Last Name
- Description
- Lead Source
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- API KeyRequired
- API SecretRequired
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
- Custom Field
- Reference Id
- Reference Name
- ConvergeHub Unique Id
- Assigned To
- Comments
Action
Write
- Product IdRequired
- QuantityRequired
- RateRequired
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub TotalRequired
- Grand TotalRequired
Action
Write
- API KeyRequired
- API SecretRequired
- Module NameRequired
- Reference NameRequired
- Reference IdRequired
Action
Search

About ConvergeHub

ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

Related categories

Forms & Surveys

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Forms & Surveys

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Forms & Surveys

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Forms & Surveys, WordPress

PRODUCTS

CAPABILITIES

By team

ConvergeHub + Formstack

Process new Formstack submissions and create or update ConvergeHub leads

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

New Invoice

New Contact

New Event

New Target

Create Account

NameRequired

Account Type

Description

Lead Source

Industry

Website

Email

Phone

Billing Address Street

Billing Address Street 2

Billing Address City

Billing Address State

Billing Address Postal Code

Billing Address Country

Shipping Address Street

Shipping Address Street 2

Shipping Address City

Shipping Address State

Shipping Address Postal Code

Shipping Address Country

Create Event

Type

NameRequired

Location

Priority

Start Date

End Date

Status

Description

Create Module Entry

Module NameRequired

Create Target

Salutation

First Name

Last Name

Description

Industry

Website

Email

Phone

Primary Address Street

Primary Address Street 2

Primary Address City

Primary Address State

Primary Address Postal Code

Primary Address Country

Alternate Address Street

Alternate Address Street 2

Alternate Address City

Alternate Address State

Alternate Address Postal Code

Alternate Address Country

Create Quotes

Product IdRequired

QuantityRequired

RateRequired

Tax 1 name

Tax 2 Value

Tax 2 Name

Tax 2 value

Description

Currency Code

Sub TotalRequired

Grand TotalRequired

New Form Submission