The Convolo Leads app will let you get the call information from Convolo and send it to your system.What do you need to start using the app:
- Zapier account
- Convolo Leads account
Create a new Zap
for the widget you want to proceed with the call in.
Choose Convolo Leads as a trigger
as a trigger event
Sign in to Convolo Leads
fields with the same parameters from your widget.
You can specify the
if needed (it's desirable if you are using several different widgets)
Chose account and click
Test your trigger
If you have recent calls, you can choose one of them as a template. Otherwise, test data will be used
(we will use Google Sheets as an example)
NB! Every change of the call status will be polling the trigger: call started, call ended, received client/agent feedback and so on.
Choose an event you want to proceed lead (
in our case)
Lookup Spreadsheet Row
as an action
Set lookup column and its value. Set
We recommend not to use the phone number as a lookup. Instead of it, you can use one of the custom parameters (email is great), or, for example, the system field
Create Google Sheets Spreadsheet Row if it doesn’t exist yet?
and test action if needed
Add one more action
Once again choose
, but this time with
Update Spreadsheet Row
as an action
parameter from the previous step as a row
Choose the data you want to update
turn on Zap