Getting after-call data via Zapier [Trigger]

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

• 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