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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Convertri.

Add your action

An action happens after the trigger—such as "Call Lead" in Callingly.

You’re connected!

Zapier seamlessly connects Convertri and Callingly, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Submission Type
  Required
Trigger
Instant
Try It
- Product
  Required
Trigger
Instant
Try It
- Site
  Required
- Funnel
  Required
- Page
  Required
- Product
  Required
Trigger
Instant
Try It
- Site
  Required
- Funnel
  Required
- Page
  Required
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It

- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Scheduled Time
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write

- Phone Number
  Required
Action
Search

- Domain
  Required
- Funnel
  Required
- Page
  Required
- Submission Type
  Required
Trigger
Instant
Try It
- Product
  Required
Trigger
Instant
Try It
New Sale of Any Product
Triggers whenever a sale is made on your Convertri account.
Trigger
Instant
Try It
- Product
  Required
Trigger
Instant
Try It
- Updated Field
- Team
- Filter
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone Number
  Required
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Convertri and Callingly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Convertri to Callingly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Convertri

Convertri is a complete sales funnel and website builder, focused on building the fastest pages you’ve ever seen.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.

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