Companyhub integration

Mithun

Member
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
 

Supreme

Well-known member
Staff member
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.

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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

Member
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.
 

Supreme

Well-known member
Staff member
Please review the following link to choose the appropriate option for your use with CRM.

 

Mithun

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