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Convertly CRMDocs

Quick Start

Use this guide to validate the basic CRM workflow before connecting live campaigns.

  1. Create your workspace

    Open Convertly signup and complete the organization, account, country, timezone, and currency fields.

    New workspaces begin with a 14-day Standard trial, three included users, and a 150,000-lead limit. Sample leads, tasks, and follow-ups may be included to help you explore the interface.

  2. Review workspace settings

    Open Settings -> General and confirm the organization details, timezone, currency display, lead sources, and categories. Country and timezone are important for scheduled notifications and date handling.

  3. Add your team

    Open Settings -> Users. Add each teammate with the least-privileged role that supports their work. See Roles and access.

  4. Create a test lead

    Open Leads, create a lead, set a source and value, assign an owner, and save it. Add a note, task, and follow-up so the complete record is easy to review.

  5. Test lead capture

    Create and publish a native form, copy its generated embed, and submit a test entry from the page where it is embedded. Confirm that the lead appears and that expected campaign fields are present.

  6. Create one simple automation

    Start with an event-driven rule such as: when a lead is created from a selected form, assign an owner and schedule a follow-up. Use the dry-run test before enabling it.

  7. Connect ads only after the CRM workflow works

    Configure Google Ads, Meta CAPI, or Meta Lead Sync from Settings -> Ads. Keep provider test modes enabled until mappings and consent requirements have been checked.

Section titled “Recommended next steps”