Companyhub integration

[Mithun]

Namaste All,

I am integrating Razorpay Failed Payments contacts into Companyhub CRM. Integration is successful. I need two more additional conditions to be made.

1) Add Unique Tags to the integrated contacts in Companyhub CRM
2) See that the duplicate data is not created.

How can I do the above steps in Actions?

3) Additional Question - Does anyone know any good CRM software which supports email campaigns and whats app Integration within budget for a Non-Profit organization within a limited budget to manage less than 3000 subscribers ( For now )

Thanks
Mithun

 

[Pabblymember11]

Hey @Mithun

1) Add Unique Tags to the integrated contacts in Companyhub CRM

As we can see from the API documentation of CompanyHub CRM, we couldn't find any option to add tags.

2) See that the duplicate data is not created.

You can use the "Search Contact" action step after the trigger event to validate the contact whether it is available or not.

3) Additional Question - Does anyone know any good CRM software which supports email campaigns and whats app Integration within budget for a Non-Profit organization within a limited budget to manage less than 3000 subscribers ( For now )

You may check the following link for the available CRM on the platform here - https://www.pabbly.com/connect/integrations/

 

[Mithun]

Thankyou so much for your help. Last question, Which App/software ( For email and whats app sending ) works best with pabbly and which is within budget of Rs.2000 per month for a start-up small business.

 

[Mithun]

As we can see from the API documentation of CompanyHub CRM, we couldn't find any option to add tags.

referring to this - Where we can auto generate tags, etc.

 

[Pabblymember11]

Please review the following link to choose the appropriate option for your use with CRM.

Integrations - Pabbly

Sign In Sign Up Free HRS MIN SEC 👉 [LIMITED TIME] Pabbly Connect Lifetime Deal for a One Time Price. No Recurring Fees Forever. View Offer $194/year $249 FOR LIFETIME ACCESS. HRS MIN SEC ⭐ Limited Time Offer | No Recurring Fees | Pay Once Only ⭐ Act now to take advantage of this limited-time …...

www.pabbly.com

 

[Mithun]

Thanks!

 

[Mithun]

Do you have any (paid or free) support where you shall help with integration? One time set up types?

 

[Pabblymember11]

For your concern, we highly recommend hiring an automation expert who can design such email content for your workflow and manage everything for you - https://forum.pabbly.com/threads/pabbly-connect-experts-and-consultants.22/

And can even find automation experts in our Facebook group as well - https://www.facebook.com/groups/formget.deals/