How to Get Started with Convo on Zapier

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When you start creating a Convo Zap, you will be prompted to connect a New Account:

Select Convo Account

Click the button and a pop-up would appear. You would be then asked to enter your Convo Username and Password:

Convo login

You would then be asked for Authorization to let Zapier access your Convo account:

Convo authorize

Once you click "Allow Access", the pop-up would disappear and you will see the Convo account added to your Zapier account and is ready for selection.

Convo success

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