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Getting data via Zapier [Action]

Getting data via Zapier [Action]

Learn how to receive data from Convolo

 

The Convolo Leads app will let you get the call information from Convolo and send it to your system. This is what you need to start using the app:

  • Zapier account
  • Convolo Leads account

Preparations

  • First, create a new Zap:
 
  • Then, get a widget key and API key for the widget you want to proceed with the call-in.
 
 

Setup

  • Choose Convolo Leads as a trigger:
 
  • Choose New Call as a trigger event:
 
  • Click the Sign in to Convolo Leads button
 
  • Fill the widget key and API key fields with the same parameters from your widget.
You can specify the
You can specify the widget name if needed (recommended if you are using several different widgets)
 
  • Chose account and click Continue:
 
  • Test your trigger
If you have recent calls, you can choose one of them as a template. Otherwise, test data will be used.
If you have recent calls, you can choose one of them as a template. Otherwise, test data will be used.
 

Setup trigger

📎
In this example, we are using Google Sheets.
 
  • 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 (Google Sheets in our example)
 
  • Choose Lookup Spreadsheet Row as an action
 
  • Choose an account:
 
  • Set the “Lookup Column” and “Lookup Value” fields. Set bottom-up search to true.
We recommend not using 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
We recommend not using 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 Visit UUID.
 
  • Check “Create Google Sheets Spreadsheet Row if it doesn’t exist yet?”, if needed.
 
  • Click Continue and test action, if needed:
 
  • Add one more action
 
  • Once again choose Google Sheets, but this time with Update Spreadsheet Row as an action:
 
  • Choose the Row parameter from the previous step as a row:
 
  • Choose the data you want to update:
 
  • Test action, then turn on Zap:

There. You’re all set to Get Data using Zapier! If you have any questions, please email us at support@convolo.ai

 
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Last updated on January 16, 2023

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