How to integrate ConvergeHub

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 05:43 PM by Igor Galic


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.

 



Entities


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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