Automation Tools - Overview
The Automation Tools section covers how to connect WhatConverts to third-party automation platforms so you can move lead data between systems, trigger workflows, and build custom integrations without writing code. These tools extend what WhatConverts can do by connecting it to hundreds of additional apps and services.
Why It Matters
Automation tools let you connect WhatConverts to virtually any platform, even without a native integration. This section helps you:
- Send lead data from WhatConverts to CRMs, spreadsheets, and other tools automatically.
- Trigger workflows based on new or updated leads.
- Create, update, and export leads through automation platforms.
- Build HIPAA-compliant workflows where required.
- Reduce manual data entry and keep systems in sync.
A well-configured automation setup ensures lead data flows reliably across every tool in your workflow.
Articles in This Section
Zapier
- What is the Zapier Integration?
- Connect WhatConverts to Zapier
- Send Leads to Your CRM with Zapier
- Update Leads in WhatConverts with Zapier
- Receive SMS Messages on Your Mobile Phone with Zapier
- Receive Voicemail Notifications with Zapier
- Trigger a Zap from a New Lead in WhatConverts
- Trigger a Zap from an Updated Lead in WhatConverts
- Create a Lead Export with Zapier
- Create a Lead in WhatConverts with Zapier
- Update a Lead in WhatConverts with Zapier
- Find or Create a Lead in WhatConverts with Zapier
Pabbly Connect
- What is the Pabbly Connect Integration?
- Trigger Workflows in Pabbly Connect with Webhooks
- Action Workflows in Pabbly Connect with API Keys
Make.com
- What is the Make.com Integration?
- Connect WhatConverts to Make using API Keys
- Send Leads to Make.com with Webhooks
LeadsBridge
SyncSpider
Keragon
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