Integrations Klipfolio Convolo Leads
Klipfolio + Convolo Leads

Connect Klipfolio and Convolo Leads to Build Intelligent Automations

Choose a Trigger

Klipfolio

When this happens...

Choose an Action

Convolo Leads

Automatically do this!

Enable Integrations or automations with these events of Klipfolio and Convolo Leads

Enable Integrations or automations with these events of Klipfolio and Convolo Leads

Actions

Add User to Group

Add User to Group

Add a specified user to one group at a time.

Delete User from Group

Delete User from Group

Delete a specified user from specified groups.

Reset Password operation

Reset Password operation

Resend the invitation email to a new user.

Resend Invitation

Resend Invitation

Resend the invitation email to a new user.

Create/Update User Properties

Create/Update User Properties

Create/Update User Properties .

Delete User Properties

Delete User Properties

Delete User Properties.

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Frequently Asked Questions

How do I start an integration between Klipfolio and Convolo Leads?

To start, connect both your Klipfolio and Convolo Leads accounts to viaSocket. Once connected, you can set up a workflow where an event in Klipfolio triggers actions in Convolo Leads (or vice versa).

Can we customize how data from Klipfolio is recorded in Convolo Leads?

Absolutely. You can customize how Klipfolio data is recorded in Convolo Leads. This includes choosing which data fields go into which fields of Convolo Leads, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Klipfolio and Convolo Leads?

The data sync between Klipfolio and Convolo Leads typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Klipfolio to Convolo Leads?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Klipfolio and Convolo Leads?

Yes, you can set conditional logic to control the flow of data between Klipfolio and Convolo Leads. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Klipfolio

About Klipfolio

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

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Convolo Leads

About Convolo Leads

Convolo Leads is a lead-to-call automation tool that connects a phone call between your sales people and your new leads within 30 seconds after they showed interest.

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