Table of Content:
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:
A Zapier account
Convolo Speed To Lead account
How to set up?
First, create a new Zap:
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Then, get a
for the widget you want to proceed with the call-in.
Choose Convolo as a trigger:
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Choose New Call as a trigger event:
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Click the Sign in to Convolo Leads button
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Fill the widget key and API key fields with the same parameters from your widget.
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Chose account and click Continue:
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Test your trigger
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Set up trigger
In this example, we'll be using Google Sheets.
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)
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Choose Lookup Spreadsheet Row as an action
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Choose an account:
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Set the “Lookup Column” and “Lookup Value” fields. Set bottom-up search to true.
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Check “Create Google Sheets Spreadsheet Row if it doesn’t exist yet?”, if needed.
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Click Continue and test action.
Add one more action
Once again choose Google Sheets, but this time with Update Spreadsheet Row as an action:
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Choose the Row parameter from the previous step as a row:
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Choose the data you want to update:
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Test action, then turn on Zap
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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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Getting after-call data via Zapier [Trigger]
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