Zapier - Overview
The Zapier section walks you through connecting WhatConverts to Zapier so you can automate how leads are sent, received, and updated across hundreds of apps. Zapier is a flexible automation option, supporting both triggers (when something happens in WhatConverts) and actions (do something in WhatConverts).
Why It Matters
Zapier gives you the most automation options for moving WhatConverts lead data across your tools. This section helps you:
- Connect WhatConverts to Zapier and authenticate your account.
- Trigger Zaps from new or updated leads in WhatConverts.
- Send lead data to your CRM, spreadsheets, or other platforms automatically.
- Create, update, and find leads in WhatConverts from external sources.
- Set up SMS and voicemail notifications through Zapier.
- Export lead data through automated Zapier workflows.
With Zapier connected, you can build any workflow that involves WhatConverts lead data without custom development.
Articles in This Section
- 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
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