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ConvertPro Privyr Integration with Bit Flows

Build a practical ConvertPro and Privyr integration that sends submitted form data directly to the right customer records. Bit Flows connects ConvertPro with Privyr in a no-code workflow, helping your team capture leads, reduce manual entry, and follow up faster.

ConvertPro + Privyr Integration: Supported Triggers and Actions events

The ConvertPro and Privyr integration uses ConvertPro submission triggers and Privyr actions to create or update customer records. Bit Flows transfers mapped data between them automatically, so every qualifying form entry reaches the correct destination without manual copying.

ConvertPro Form Builder Privyr CRM

When This Happen

Form Submission Form Submission Create an assignment in ConvertPro account.

Do this

Create Lead Create Lead Create an assignment in Privyr account.
Add Activities to a Client Add Activities to a Client Create an assignment in Privyr account.

Only 2 Platform Integrations? No,

Connect ConvertPro & Privyr with 318+ Platforms using Bit Flows

Workflow showing ConvertPro and Privyr connected with more platforms

Real Use Case

Turn form submissions into organized customer records

Imagine a visitor requests a consultation through ConvertPro, your Form Builder tool on WordPress. Instead of asking your team to copy the details, the submission starts a Bit Flows workflow.

Bit Flows checks the visitor’s answers, maps their name, email, phone number, service interest, and message, then sends the record to Privyr, your CRM tool. High-priority requests can be routed to a specific owner, while incomplete or irrelevant entries are held back. Your team gets organized customer data quickly and can follow up without retyping each submission.

How to Integrate ConvertPro with Privyr Using Bit Flows

  1. Create a New Workflow in Bit Flows

    Go to:

    Bit Flows → Create Workflow → Add Trigger

    Select:

    Trigger App
    ConvertPro
    Trigger Event
    Form Submission

    Description:

    This trigger starts the workflow whenever the Form Submission event occurs in ConvertPro.

  2. Connect Your ConvertPro

    Select the ConvertPro source you want to automate and complete the connection settings required for the chosen trigger event.

    Configure:

    • The available source or event settings
    • The incoming data provided by the trigger
    • Any required connection information

    The available options and data depend on the selected platform and trigger event.

  3. Add Privyr as an Action

    Click:

    Add Action → Privyr

    Select an Action Event:

    • Create Lead When “Form Submission” occurs in ConvertPro, use the submitted data to run “Create Lead” in Privyr.
    • Add Activities to a Client When “Form Submission” occurs in ConvertPro, use the submitted data to run “Add Activities to a Client” in Privyr.

    Description:

    This action sends data from ConvertPro to Privyr and performs the selected supported operation automatically.

  4. Map ConvertPro Data with Privyr Inputs

    Map the available data from ConvertPro to the compatible inputs provided by the selected Privyr action.

    The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

  5. Test and Activate Workflow

    Run the Form Submission trigger and verify the selected Privyr actions:

    • Confirm that Create Lead completes successfully and processes the mapped data in Privyr.
    • Confirm that Add Activities to a Client completes successfully and processes the mapped data in Privyr.

    Then activate your workflow.

Why use Bit Flows to integrate ConvertPro & Privyr

  • Connect ConvertPro and Privyr without task limits. Bit Flows lets you automate form submissions and Privyr actions without worrying about task-based usage limits as your automation grows.
  • Use powerful tools between ConvertPro and Privyr. Add Router, Conditions, Repeater, Delay, Iterator, AI Agent, and other built-in tools to your workflow without purchasing separate extensions or add-ons.
  • Build ConvertPro to Privyr workflows visually. Map form data, add conditions, route submissions, and control what happens in Privyr from one visual workflow builder.
  • Automate ConvertPro and Privyr with a Lifetime Deal. Bit Flows offers a one-time purchase option, giving you a long-term way to run your ConvertPro and Privyr automations without relying on another recurring automation subscription.
Bit Flows workflow for ConvertPro and Privyr

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About ConvertPro

Form Builder

Convert Pro is a powerful lead generation tool that converts your website traffic into leads. Get 300% more leads with Convert Pro.

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About Privyr

CRM

Privyr helps capture leads, manage clients, and track activities for sales follow-ups.

Frequently Asked Questions

Everything you need to know about connecting ConvertPro and Privyr with Bit Flows.

Do I need coding skills to connect ConvertPro with Privyr?

No. Bit Flows provides a visual workflow builder in WordPress, so you can choose a ConvertPro trigger, configure a Privyr action, and map data without writing code.

Which ConvertPro events and Privyr actions are available?

Available options depend on the connection. ConvertPro typically starts workflows when a form is submitted, while Privyr can create or update records using the submitted data.

Can I map ConvertPro fields to different Privyr fields?

Yes. Bit Flows lets you map each ConvertPro field to the appropriate Privyr field, including names, contact details, custom values, selections, and submission metadata.

Does Bit Flows send data from ConvertPro to Privyr in real time?

Bit Flows starts the workflow when it receives the ConvertPro submission trigger and sends the mapped data to Privyr during that workflow run.

Can I apply conditions before sending data to Privyr?

Yes. You can add conditional rules based on ConvertPro submission values and route only matching entries to the relevant Privyr action.

How are future changes to ConvertPro or Privyr handled?

Bit Flows maintains its connections as supported features change. After an update, you can review your workflow in WordPress and adjust triggers, actions, authentication, or field mappings when needed.

Need Help Setting This Up?

Do you still have unanswered questions? Feel free to reach out to our support team for assistance!

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