ConvergeHub + Paperless Forms

Create or update ConvergeHub leads from new Paperless Forms entries

Effortlessly manage your leads from Paperless Forms to ConvergeHub with this seamless workflow. When a new entry is submitted via Paperless Forms, this automation will create or update a lead in the ConvergeHub app, ensuring that your sales team has the most up-to-date information for their prospects. Stay organized and enhance productivity with this streamlined process.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
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?

- Form Name
Trigger
Instant
Try It
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

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

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 Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

ConvergeHub + Paperless Forms

Create or update ConvergeHub leads from new Paperless Forms entries

New Entry (Rest)

Form Name

New Account

New Module Entry

New Lead

New Quotes

Create Contact

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

Create Lead

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

Create or Update Lead

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