Integrate ConvergeHub with Retently

Sync customer profiles between ConvergeHub and Retently to ensure up-to-date contact information, trigger NPS/CSAT surveys after significant customer interactions such as account updates or invoice generation, and utilize survey responses to enhance customer relationship management strategies.

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About ConvergeHub

ConvergeHub is a CRM and sales management platform that allows users to manage their contacts, accounts, and invoices. It provides functionalities to create and track various records, enhancing business processes.

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ConvergeHub to Retently

1

New Invoice

Triggers when a new Invoice is created.
2

New Contact

Triggers when you add a new contact.
3

New Event

Triggers when you add a new event.
4

New Target

Triggers when you add a new target.
5

New Account

Triggers when you add a new account.
6

New Module Entry

Triggers when any entry is created in the specified module.
7

New Lead

Triggers when you add a new lead.
8

New Quotes

Triggers when new quotes are created.
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Retently to ConvergeHub

1

Create Account

Creates a new account.
2

Create Event

Creates a new event.
3

Create Module Entry

Creates a new entry in the module.
4

Create Target

Creates a new target.
5

Create Quotes

Creates a new quotes.
6

Create Contact

Creates a new contact.
7

Create Lead

Creates a new lead.
8

Create or Update Lead

Creates or updates a lead.
9

Create Invoice

Creates a new Invoice.
10

Search by Reference Id

Search by unique reference Id of the source application.

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