ConvergeHub + Zoho CRM

ConvergeHub + Zoho CRM integrations

Create ConvergeHub module entries from new Zoho CRM contacts

Efficiently manage your contact database by connecting Zoho CRM and ConvergeHub. With this workflow, every time a new contact is added in Zoho CRM, a module entry will be created in ConvergeHub, ensuring consistent and accurate information across both platforms. Save time and effort while maintaining a well-organized contact list.

When this happens...
New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Create Module EntryCreate a new entry in the module
ActionWrite

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More things you can do with Zoho CRM and ConvergeHub

Discover other triggers and actions you can use with Zoho CRM and ConvergeHub

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
New Account
Triggers when you add a new account.
Trigger
Polling
Try It
- Module Name
  Required
Trigger
Polling
Try It
New Lead
Triggers when you add a new lead.
Trigger
Polling
Try It
New Quotes
Triggers when new quotes created.
Trigger
Polling
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 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

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
Try It
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
New Event
Triggers when you add a new event.
Trigger
Polling
Try It
New Target
Triggers when you add a new target.
Trigger
Polling
Try It
- 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

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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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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CRM (Customer Relationship Management)

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Create ConvergeHub entries for new or updated Zoho CRM contacts

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Create ConvergeHub entries for new or updated Zoho CRM contacts