topic Re: Importing call data from a phone provider, Convirza in APIs & Integrations

Importing call data from a phone provider, Convirza

JGoldstein3 — Fri, 14 May 2021 18:27:38 GMT

Hi - we have several phone numbers set up on Convirza, and we're trying to figure out how to send that call data to hubspot CRM, so we can track every point of contact for a customer in one place.

I have a webhook set up on Convirza that sends in JSON, but now I just need to figure out the end point URL, and how to work with that data once it gets to Hubspot.

My coding experience is pretty minimal, so any direction at all would be a huge help. Thanks.

Re: Importing call data from a phone provider, Convirza

dennisedson — Fri, 14 May 2021 20:04:32 GMT

Hey @JGoldstein3 ,

The lowest code way to go is see if there is a zapier integration.

@Anonymous might have some thoughts.

@zaklein also always has interesting ideas. In the end, you may need to get some time with a developer.

Good luck!

Re: Importing call data from a phone provider, Convirza

zaklein — Mon, 17 May 2021 14:52:28 GMT

Hi @JGoldstein3

I agree with @dennisedson. I can't find Convirza on Zapier's public app marketplace. There's a chance they are listed privately, so it'd be worth checking with them on that.

Outside of that, you could look at getting a developer to either:

Create a private custom Zapier app that would integrate with Convirza. You could then configure your action(s) using the public HubSpot Zapier app (e.g. "Create Engagement", where engagement type would be Call, in this case).
Create a custom integration between Convirza and HubSpot.

I hope that helps. Let me know if you have any follow up questions.

All the best,

Zach

Re: Importing call data from a phone provider, Convirza

JGoldstein3 — Mon, 24 May 2021 19:58:24 GMT

Thanks for all the help, everyone. I was able to set up the webhooks between Convirza and Zapier to pass all the call data as a payload. The issue is that the phone calls don't collect or pass email addresses, and Hubspot doesn't let you create a new contact without one. So any thoughts on how else I could import those calls into Hubspot?

At the very least, I think we could pass a dummy email (like sortme@sortme.com) and then manually filter the calls once they hit hubspot, but there has to be a better way to do that.

Re: Importing call data from a phone provider, Convirza

dennisedson — Mon, 24 May 2021 20:03:49 GMT

Whoever said you can't create a contact without an email address 🙃

You should be able to do that. And just to make sure I didn't put my foot in my mouth which happens more often than you would think, I tested.

Here is the payload I sent:

{ "properties": { "firstname": "old", "lastname": "man", "phone": "(877) 929-0687" } }

And lo! Old Man now exists in my portal