Convoso integration

Feature Snapshot

Summary:
The Convoso integration is a LeadConduit feature that seamlessly connects your lead flows to Convoso’s contact center platform, enabling real‑time lead routing, management, and detailed tracking within Convoso’s system.

Key Benefits:

• Real‑time lead delivery with minimal latency
• Automated call center routing and enhanced lead management
• Centralized reporting that offers clear insights into lead performance

Typical Use Cases:

• Routing incoming leads directly to Convoso‑powered call centers
• Automating outbound/inbound call assignments based on lead attributes
• Monitoring call center performance with integrated lead tracking data

How the Convoso integration works?

Step‑by‑Step Instructions

1. Log into LeadConduit:
   Sign in to your LeadConduit account using your credentials.

2. Navigate to the Flow Editor:
   From the dashboard, click on the “Flows” tab and open the flow where you want to add Convoso integration.

3. Add a New Recipient Step:
   Within the flow editor, select “Add to Flow”, then choose “Integration” from the available options.

4. Select the Convoso Integration:
   In the integrations list, search for “Convoso” and click to select it. If the integration isn’t visible, contact your account representative for activation.

5. Enter Integration Credentials:
   Provide your Convoso Authorization Token, account identifier, and any required authentication details as specified by Convoso’s integration documentation.

6. Configure and Map Fields:
   Map LeadConduit fields (e.g., First Name, Last Name, Phone, Email) to the corresponding Convoso parameters. Adjust any custom mappings as needed to ensure data consistency.

7. Save and Test the Integration:
   Click “Save” to apply your settings. Submit a test lead to verify that the data is correctly transmitted and appears in your Convoso dashboard.

Expected Result:
A test lead is delivered to Convoso with all data accurately mapped. In LeadConduit, the recipient step should display a “Success” status, and the lead will be viewable on your Convoso dashboard.

Validation & Monitoring (optional)

• Test the Setup:
  Submit a test lead through the flow and verify that the lead appears in Convoso with correct details.

• Where to Monitor?:
  Check the LeadConduit Events tab for the integration status and verify lead transmission by viewing the Convoso dashboard.

Best Practices

• Regularly verify and update your Convoso API credentials to avoid connectivity issues.
• Use a dedicated test environment or test leads before deploying changes in production.
• Consistently review your field mappings to ensure they remain aligned with any updates to Convoso’s API.
• Document any custom mapping adjustments and integration settings for easier troubleshooting and maintenance.

Troubleshooting

Frequently Asked Questions (FAQ)

What data is transmitted via the Convoso integration?

The integration transmits essential lead data, including standard fields such as First Name, Last Name, Phone, Email, and any additional custom fields configured in the mapping settings.

Can I customize the field mapping for Convoso?

Yes, you can adjust field mappings within the integration setup to ensure that each LeadConduit field corresponds to the appropriate Convoso parameter.

What should I do if a test lead fails to deliver to Convoso?

First, recheck your Authorization Token and field mappings. If the error persists, review LeadConduit event logs and contact Convoso support for further troubleshooting.

Is there any additional cost for using the Convoso integration?

Costs depend on your agreement with Convoso and any associated fees within LeadConduit. Contact your account manager for detailed pricing information.

Glossary

• convoso-configuration.png100 KB