---
title: "Aspire integration overview in Convex"
slug: "aspire-integration-overview-in-convex"
tags: ["Area - Convex", "Focus - Service Replacement", "Role - Admin", "Type - Commercial"]
updated: 2026-10-15T03:04:25Z
published: 2026-10-15T03:04:25Z
canonical: "help.servicetitan.com/aspire-integration-overview-in-convex"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Aspire integration overview in Convex

## Overview

Transfer key business information from Convex to Aspire to keep your Aspire environment up to date, saving you time and minimizing manual data entry.

---

### 

****Who uses this feature****

- Managers, regional managers, representatives, and salespeople
- Primarily for Commercial Service and Commercial Construction business types
- Applies to all trades

****Feature configuration****

- Contact [marketing@convexlabs.io](http://marketing@convexlabs.io) to set up a demo and get more information about Convex.

## Things to Know

- To set up an integration between Convex and Aspire, share the Aspire and Convex information with your Customer Success Manager (CSM). Your CSM will help you set up the integration and customize data mappings to fit your business needs.
- Ensure to provide the following information:
  - Aspire information:
    - **Client ID / Secret:** To locate or generate the API credentials, see [API Search List](https://guide.youraspire.com/docs/application-programming-interface).
    - **Lead Source** (Optional)**:** You can add Convex as a Lead Source in Aspire. To do so, add the Lead Source in your Aspire admin panel and provide the name and ID. The ID is at the end of the URL when the new lead source is opened. For example, in the screenshot below, it is 12. ![Aspire application interface showing lead source details and active status toggle.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convex-image-izw7p6p6.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A03Z&se=2026-11-09T12%3A18%3A03Z&sr=c&sp=r&sig=4VRZry7ceMXGrdIWi%2BxIqbNql6XYS65hbzUSHcezZEo%3D)
    - **Branch Name** (Optional): You can provide the Branch Name if you want the leads to be assigned to a specific branch. For best results, include the **Branch ID**, which is found at the end of the URL when the branch page is open. For example, in the screenshot below, the ID is 2. ![Aspire application interface showing branch details and active status toggle.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convex-image-xz0mqe0c.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A03Z&se=2026-11-09T12%3A18%3A03Z&sr=c&sp=r&sig=4VRZry7ceMXGrdIWi%2BxIqbNql6XYS65hbzUSHcezZEo%3D)
    - **User matching (On / Off)** (Optional): An optional feature where Convex can assign the Aspire Task to a matched user from the Convex Target assignment.
  - Convex information:
    - **Org ID**

## Push to CRM

After the lead is *Qualified*, you can push it to Aspire from the *Target List* workflow. The feature allows you to manually trigger the sync of selected lead and contact data into your Aspire.

1. Go to the [navigation menu](/commercial/docs/convex-navigation-menu-overview) **>** **Targets**, then click a target list.
2. From the target list, select the *Qualified* leads you want to push.
3. Click **Export**, and then click **CRM**. ![Table displaying selected leads with their details and export options for CRM.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convex-image-7ywasxiz.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A03Z&se=2026-11-09T12%3A18%3A03Z&sr=c&sp=r&sig=4VRZry7ceMXGrdIWi%2BxIqbNql6XYS65hbzUSHcezZEo%3D)The *Push to CRM was successful* notification appears letting you know that the leads have been transferred.

The integration sends the following information to Aspire:

- **Contact details:**
  - First name
  - Last name
  - Title
  - Email
  - Office Phone
  - Mobile Phone
  - Website
  - Contact Type (Set as Prospect)
  - Active (Set as True)
  - Office Address
- **Property details:**
  - Property Name
  - BranchID
  - LeadSourceID
  - Address
  - Action (Set as True)
- **Issue:**
  - Created By (Set as Convex)
  - Created Date / Time
  - Assigned to
  - Due Date (Scheduled two days out)
  - Property

## View targets in Aspire

In Aspire, we automatically create the *Property*, associated *Contacts*, and *Property Issues* that can be promoted to a new *Opportunity*.

1. Go to **Aspire > Properties.**
2. Search for the pushed target and click to open it.

Here you can view all property details, assign a user, and create a new opportunity.

![Form for creating opportunity with details like assigned person and due date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convex-image-9wvbdfdx.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A03Z&se=2026-11-09T12%3A18%3A03Z&sr=c&sp=r&sig=4VRZry7ceMXGrdIWi%2BxIqbNql6XYS65hbzUSHcezZEo%3D)

> [!NOTE]
> **Note:** We don't create an opportunity because it may require different opportunity templates or additional details we don't have, such as pricing methods or invoice types. Instead, we create Property Issues (tasks) that can be promoted to a new opportunity.

## Want to learn more?

- See [Salesforce integration overview](/commercial/docs/salesforce-integration-overview-in-convex)
- See [Hubspot integration overview](/commercial/docs/hubspot-integration-overview-in-convex)
- See [Pipedrive integration overview](/commercial/docs/pipedrive-integration-overview-in-convex)