Enhance Your CRM: How to Integrate ConvergeHub with Albato

Integrate ConvergeHub with 800+ Apps | Streamline Your Business with Albato
9/17/2024
·
3 min. read

ConvergeHub is a software that assists with customer lifecycle management CRM, including Sales, Marketing, Service, and Billing, to help grow your business.

See how Albato can help you enhance the app’s usability!

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create lead
  • Update lead

App connection

Before setting up automations with ConvergeHub, connect the app to Albato.

  1. Log in to your Albato account. If you don't have an account, sign up here.

  2. Go to the Apps section and click the Add a connection button.

Example.png

  1. In the search bar, type ConvergeHub and select it from the menu. Then, click Add a connection to start the setup process.

Albato_ConvergeHub_Select ConvergeHub app.png

  1. Choose a Name for your connection.

Albato_ConvergeHub_Connection fields.png

  1. To obtain your apiSecret and apiKey, sign in to your ConvergeHub account and go to the Admin Settings section.

Albato_ConvergeHub_Access ConvergeHub settings.png

  1. Click on the API Key tab.

Albato_ConvergeHub_API key tab.png

  1. Generate an API Key clicking on the Generate button.

Albato_ConvergeHub_Generate API Key.png

  1. Click on the Save button and copy your API Key.

Albato_ConvergeHub_Save and copy API Key.png

  1. After that, go to the Users tab and click on your username.

Albato_ConvergeHub_Access users tab.png

  1. Copy the API Secret.

Albato_ConvergeHub_Copy API Secret.png

  1. Enter the required information into the Albato connection fields and click Continue to establish the connection.

Albato_ClickSend_Paste the API Secret and API Key.png

Once this process is done, you’ll see a success message and your ConvergeHub account will be connected to Albato.


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