ConvergeHub + involve.me

ConvergeHub + involve.me integrations

Create or update ConvergeHub leads from new completed involve.me submissions

Effortlessly manage new leads from involve.me submissions using this efficient workflow. When a new completed submission occurs in involve.me, this process will create or update a lead in the ConvergeHub CRM. Keep your records up-to-date, eliminate manual data entry, and ensure you never miss an opportunity to engage with potential clients.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create or Update LeadCreates or Updates a lead.
ActionWrite

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More things you can do with involve.me and ConvergeHub

Discover other triggers and actions you can use with involve.me and ConvergeHub

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
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New Contact
Triggers when you add a new contact.
Trigger
Polling
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New Event
Triggers when you add a new event.
Trigger
Polling
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New Target
Triggers when you add a new target.
Trigger
Polling
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- Name
  Required
- 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
- Name
  Required
- Location
- Priority
- Start Date
- End Date
- Status
- Description
Action
Write
- Module Name
  Required
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 Id
  Required
- Quantity
  Required
- Rate
  Required
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub Total
  Required
- Grand Total
  Required
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Account
Triggers when you add a new account.
Trigger
Polling
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- Module Name
  Required
Trigger
Polling
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New Lead
Triggers when you add a new lead.
Trigger
Polling
Try It
New Quotes
Triggers when new quotes created.
Trigger
Polling
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- 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 Key
  Required
- API Secret
  Required
- 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 Id
  Required
- Quantity
  Required
- Rate
  Required
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub Total
  Required
- Grand Total
  Required
Action
Write
- API Key
  Required
- API Secret
  Required
- Module Name
  Required
- Reference Name
  Required
- Reference Id
  Required
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.

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Related categories

CRM (Customer Relationship Management)

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About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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