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  1. Integrate Convoso with LeadsBridge

Integrate Convoso with LeadsBridge

Convoso provides a simple to use, yet powerful inbound and outbound call center platform designed

Convoso provides a simple to use, yet powerful inbound and outbound call center platform designed to supercharge your call center productivity.

In this article, you'll learn how to connect your LeadsBridge account with Convoso.

Connect Convoso integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Convoso" from the providers list
  6. Click on the Next button
  7. Enter Auth Token to connect Convoso with LeadsBridge
  8. Click on the Finish button

How to get the Auth Token

From the Dashboard, click on API and select Authorization Token from the drop down. Visit the Convoso documentation
When looking at the lists section, you have the ability to sort lead lists by ID.
From the Dashboard, click on Call Center and select Lists from the drop down. Visit the Convoso documentation

Which entity concepts we support for Convoso

  1. Lead

    Leads are those people who are interested in your product/service.

Which segmentation concepts we support for Convoso

With LeadsBridge you may use these segmentation concept for Convoso.

  1. List

    Lists are a container for new leads and can serve several functions. ( Learn more)

Common questions for Convoso

How to add Custom Fields with Convoso integration?

Custom fields for this integration should be added manually. Please follow the steps below to add additional Custom Fields that you can match on the bridge settings.

  1. Open your integration settings.
  2. Head to the Custom Fields field.
  3. Enter the field ID as stated in Convoso. This is required in order to sync data correctly.
    Please note: the field needs to be already available (created) inside your system.
  4. Repeat for each field you'd like to add.
  5. Click Finish to make the configuration effective.

You'll find those Custom Fields, available to be matched, inside the "Fields Mapping" step of the bridge.

Related Articles

If you have any further questions regarding this matter, or if you need help to set up the connection between Convoso with LeadsBridge, do not hesitate to get in touch!