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Company Hub Integration

CompanyHub is a customer relationship management (CRM) platform that helps businesses manage their customer relationships. Its purpose is to provide a simple and intuitive interface for businesses to manage their customer relationships. CompanyHub allows businesses to create customer profiles, manage customer interactions, and track customer activities. CompanyHub is designed to be used by businesses who want to manage their customer relationships.

No triggers available for this app. Do you need one? Contact us.

Actions

Action components allow you to perform operations on the app.

Create Company

Creates a new company in CompanyHub. See the docs here.

Create Contact

Creates a new contact in CompanyHub. See the docs here.

Create Deal

Creates a new deal in CompanyHub. See the docs here.

Create Task

Creates a new task in CompanyHub. See docs here.

List Companies

List companies from CompanyHub. For more information, see the docs here.

List Contacts

List contacts from CompanyHub. For more information, see the docs here.

List Deals

List deals from CompanyHub. For more information, see the docs here.

List Tasks

List tasks from CompanyHub. For more information, see the docs here.

How to Integrate Company Hub?

For Company Hub integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Company Hub.
  5. Drag and drop the Company Hub component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Company Hub account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!