Connecting HeavySet Tech to Convertros

Overview

Connecting HeavySet Tech to Convertros is simple. Convertros uses live agents to qualify leads and book appointments, and HeavySet Tech strengthens that workflow with automated SMS and email follow-up plus an agent-friendly booking experience. When a lead enters your CRM, HeavySet Tech forwards the lead details to Convertros and provides a dedicated Call Center Mode form link that agents can use during the call. The form opens pre-filled with the lead’s information so agents can capture answers, update lead details, check real-time availability, and book an appointment that’s saved back to your CRM.

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What You'll Need

From Convertros

• Convertros Lead URL - The endpoint where HeavySet Tech forwards leads
• Client Company ID - Your company identifier in Convertros
• CRM ID - Your CRM identifier for Convertros to save appointments back

From HeavySet Tech

• API Token ID - Contact the HeavySet Tech team to get the correct token (see Call Center Mode guide)

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Configuration Steps

Step 1: Access CRM Configuration

1. Log into https://admin.heavyset.tech
2. Navigate to CRM → Edit Config
3. Select your organization and CRM configuration

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Step 2: Open Convertros Settings

1. Scroll to Secondary Integration Settings
2. Click the Convertros button (circular icon with exchange arrows)

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Step 3: Configure Convertros

1. Toggle Enable Convertros Integration to On
2. Enter the information provided by Convertros:
   • Convertros Lead URL - Where leads will be forwarded
   • Convertros Client Company - Your company identifier
   • API Token ID - From HeavySet Tech team
   • CRM ID - Allows Convertros to save appointments back to your CRM

[SCREENSHOT: Convertros Settings dialog with fields filled in]

3. Click Okay

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Step 4: Save

Click Save at the bottom of the page.

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How It Works

1. Lead enters your CRM (via HeavySet Tech form or other sources)
2. HeavySet Tech forwards the lead to Convertros with complete contact and context information
3. Convertros reps contact and qualify the lead
4. Appointments are saved back to your CRM by Convertros when leads are qualified

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Troubleshooting

Convertros isn't receiving leads:

• Verify the toggle is enabled
• Check that the Convertros Lead URL is correct (no typos, includes https://)
• Confirm Client Company ID and CRM ID are accurate
• Contact your Convertros account manager to check their logs

Convertros can't save appointments back:

• Contact HeavySet Tech support to verify integration

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Need Help?

• HeavySet Tech Support: For configuration, API tokens, and integration troubleshooting
• Convertros Support: For Lead URL, credentials

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If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.