Getting after-call data via Zapier [Trigger]

Learn how to receive data from Convolo

 

The Speed-to-Lead™ 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.

 
  • Chose account and click Continue:

 
  • Test your trigger

 

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.

 
  • 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 March 25, 2023