Integrations Overview
Open Integrations from the main navigation to manage advertising, lead-intake, calling, and messaging connections. The catalog keeps each provider’s setup, status, controls, and logs together.
Integration catalog
Section titled “Integration catalog”| Integration | Purpose |
|---|---|
| Google Ads Offline Conversions | Send qualified-lead and closed-deal outcomes back to Google Ads. |
| Meta Conversions API | Send server-side lead and revenue events to Meta. |
| Meta Lead Ads | Import leads submitted through connected Meta instant forms. |
| Exotel and Tata Smartflo | Connect supported calling providers for click-to-call and call history. |
| Connect business numbers through Meta Cloud API for shared inbox conversations. | |
| Android phones | Pair work phones for eligible selected-SIM call tracking. |
| API Keys and Inbound Leads API | Connect trusted servers using authenticated lead intake. |
| Universal Webhook Mapper | Map compatible external webhook payloads into lead fields. |
Each integration card shows its current connection and configuration status.
- Select Setup to connect the provider, choose the required accounts or forms, and map events or fields.
- Use the enable or disable control to start or pause the integration. Convertly asks for confirmation before changing its state.
- Select Logs to review activity for that provider. Google Ads, Meta Conversions API, and Meta Lead Ads keep separate logs so troubleshooting stays focused.
Disabling an integration pauses new activity but keeps its saved credentials and mappings. If setup is incomplete, Convertly directs you to finish it before the integration can be enabled.
Before enabling an integration
Section titled “Before enabling an integration”Use a workspace Admin account, confirm the required provider permissions, and complete all required mappings. Send a test lead or conversion before relying on the connection in a live campaign.
Other lead-intake options
Section titled “Other lead-intake options”Convertly also supports these lead-capture options:
| Option | Best for |
|---|---|
| Native Forms | Forms created in Convertly and embedded on your website. |
| Inbound Leads API | Structured server-to-server lead creation. |
| Universal Webhook Mapper | No-code intake from external webhook payloads. |
| CSV Import | One-time or periodic bulk lead imports. |
Use the Integrations catalog for external intake connections, and the relevant Forms or Leads area for native forms and imports.
Billing
Section titled “Billing”Billing settings manage your Convertly subscription and are separate from advertising and lead-intake integrations. See Billing and Subscription for plan and payment guidance.
Calling and WhatsApp
Section titled “Calling and WhatsApp”Calling and WhatsApp are available with the appropriate provider connection and workspace permissions. Click-to-call connects your mapped agent phone with the lead; it is not a browser softphone. WhatsApp supports shared business-number inboxes, templates, saved replies, images, and PDFs. Provider charges and Meta messaging requirements apply separately.
Ask support for help connecting your provider. Do not share API secrets or customer records in a public support message. WhatsApp broadcasts, groups, and WhatsApp calling are not part of these features.