Description
ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents.
Source | Target |
Send Contacts | Add Contacts |
Send Leads | Add Leads |
Send Deals | Add Deals |
Send Targets | Add Targets |
Send Products | Add Products |
Send Invoices | Add Invoices |
Send Payments |
|
Steps
Step 1.
Either while Creating a Task or in the Integrations menu.
Enter the name of the integration in the search bar .
Step 2.
Enter the Name of the Integration.
You can optionally also enter a description .
And press next.
Step 3
You Will be prompted for the "API Secret" and "API Key".
Step 4.
To obtain the API Key, you will need to log in to your ConvergeHub Dashboard and on the top right corner click on "Admin Settings".
After that click on "API Key".
Click on "Generate" to generate the API Key.
And click "Save".
When you save it , you will obtain the API Key.
To obtain "API Secret" after you have generated the key.
Click on "Users" under "Administration Setup" and choose the User account you are using.
Here you will find on the bottom of the page your "API Secret".
Copy and Paste API Key and API Secret to Syncspider and click Finish!
Some screenshot material is from ConvergeHub tutorial here for promotional purposes!
ConvergeHub is just one of the tools we support!
To check the list of the tools and features we support, please click here.
If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)
We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our Chat Widget!
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