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:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d44_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fo8fe54u5a2p6oslv7cfti-2Fimage15-1.png)
Then, get a
for the widget you want to proceed with the call-in.
Choose Convolo as a trigger:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d35_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2F8shk2vg6rogc7wtwt3tmi-2Fimage1.png)
Choose New Call as a trigger event:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d25_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fas9fw76o99f8o2u7k7wxv-2Fimage13.png)
Click the Sign in to Convolo Leads button
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d2b_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fe4emh9oz8wmtrqspdcjwc-2Fimage20.png)
Fill the widget key and API key fields with the same parameters from your widget.
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d50_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fi8kwxzeigpc1yxdx4snhu-2Fimage11.png)
Chose account and click Continue:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d22_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fex1ryhco8sgcrgh3oxo0q-2Fimage7.png)
Test your trigger
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d32_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2F6eh76d5dhscfn4mk68qwm-2Fimage2.png)
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)
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d47_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2F59enbi32f6k30dy2vc3rq-2Fimage19.png)
Choose Lookup Spreadsheet Row as an action
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d4a_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2F2fy0u4sxni4w37ys5oq8u-2Fimage6.png)
Choose an account:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e2bf0a01b54c3a8d84_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Frxur7lzrh84pgtncjztl3-2Fimage3.png)
Set the “Lookup Column” and “Lookup Value” fields. Set bottom-up search to true.
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d41_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fc6ddbwyy8e792upr7yhxg-2Fimage17.png)
Check “Create Google Sheets Spreadsheet Row if it doesn’t exist yet?”, if needed.
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e2bf0a01b54c3a8d81_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fjtbshaj89m1hrnbtctgry-2Fimage18.png)
Click Continue and test action.
Add one more action
Once again choose Google Sheets, but this time with Update Spreadsheet Row as an action:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d3d_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fdz1q4pq8rrdf20yuxcum4-2Fimage16.png)
Choose the Row parameter from the previous step as a row:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d28_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fcmlzfr9fn3uckvzyycs5c-2Fimage10.png)
Choose the data you want to update:
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d4d_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fci5p1bp6nztrbyiusl2b6-2Fimage5.png)
Test action, then turn on Zap
![](https://cdn.prod.website-files.com/624b06e1de671ba9e564fc19/65a6e5e1bf0a01b54c3a8d1f_https-3A-2F-2Fwww.dropbox.com-2Fscl-2Ffi-2Fqifiqawx0z8oz2rcrrt8v-2Fimage4.png)
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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