This guide walks you through sending your first conversion event with Converly. Plan for about 10 minutes.
Before you start
Make sure you have a Converly account and admin access to at least one ad platform. If you do not have an account yet, sign up at converly.io.
What you will set up
By the end of this guide you will have:
- Connected a lead capture tool (the source of conversions)
- Connected an ad platform (the destination)
- Built a workflow that links them
- Sent a test conversion
Steps
Create your first connection
Open Converly and click Add connection. Choose the tool you use to capture leads, like Calendly or Typeform. Follow the prompts to authorize Converly.
Connect an ad platform
Back on the connections page, click Add connection again and pick your ad platform. You will need to be logged in as an admin of that account.
Build a workflow
Go to Workflows and click New workflow. Pick your lead source as the trigger and your ad platform as the destination. Map the fields so Converly knows what to send.
Send a test
Click Send test event at the top of the workflow. Within a few minutes you should see the conversion appear in your ad platform.
What to do next
Once your first workflow is live, browse the Integrations section to add more tools, or check out Building a workflow to learn what else you can do.
If your test event did not show up, see Troubleshooting — most issues come down to permissions or field mapping.