GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
ConvergeHub combines Sales, Marketing and Service in a powerful CRM that helps small and medium business win sales and engage customers.
Below you'll find detailed information, specifically for ConvergeHub integrations:
Supported ConvergeHub Integrations
To authorise, we need your API Key and API Secret.
If you already authorized ConvergeHub account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Leads before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
[IF] Supported Conditions/Filters
- Lead Source
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app you sync with
[THEN] Supported Actions
- Update Lead Source
- Update field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard ConvergeHub fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
You can custom map your ConvergeHub Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no ConvergeHub integrations on the PieSync platform that support our deletions sync.
Currently, there are no ConvergeHub integrations on the PieSync platform that support our unsubscribes sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!