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Auto-Add Contacts into your Dialer Projects via Zapier
Auto-Add Contacts into your Dialer Projects via Zapier

Learn how to populate projects with prospects/leads without export/import of CSV files.

Updated over a week ago

The Convolo.ai app will let you add contacts into your Dialer project(s) instantly.

Here is what do you need to start using the app:

  • Zapier account

  • Convolo Dialer Account

How to set up?

1. Create a Zap: The first step is to create a new Zap in Zapier. A Zap is a workflow that connects two or more apps together. In this case, you will connect your app or an API that will feed Convolo with contacts.

2. Choose Trigger: After creating a Zap, you need to choose a trigger. A trigger is an event that starts the workflow. In this case, the trigger will be a new lead added to your lead source app.

3. Search for and select "Convolo.ai" as the action.

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4. Select the "Add Contact to Power Dialer" event and then click "Continue".

5. Select the Project you want to sync your contacts with and event and then click "Continue".

6. Click on "Publish Zap".

Now you’re all set ! 🎉
From now on all your contacts from the specific source will be automatically added in the Convolo Dialer Project.

If you have any questions, please email us at [email protected]

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