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    Help Center Integrations

    Capsule CRM Integration


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    Legacy Dashboard

    Add Custom Field to your Capsule CRM to import WhatConverts Lead IDs

    1Go to your Capsule CRM account and create a new custom field. Click on your name in the top right and select "Account Settings".
    2Select "Custom Fields" under Account Settings on the left-hand side. Click "Add New" and select "Number Field" from the drop-down menu.

    Add Lead ID field to Capsule CRM

    Name the field "Lead ID" and click "Save".

    Send Phone Calls to Capsule CRM

    1Go to Zapier and create a Trigger. Log into your Zapier account and click the "Make a Zap" button. Select "WhatConverts" as the Trigger. Select “New Lead” as your trigger type and click on the “Save + Continue” button.

    Select New Lead as the Trigger in Zapier
    Connect your WhatConverts account and click on the, “Save + Continue” button.

    On the Set up Trigger page, only select "Yes" for Phone Calls (Completed). Select a Profile from the last drop-down on the page and click "Continue".

    Test the Trigger and select a Lead from the drop-down.

    Successfully Found a Lead in Zapier

      Note: If no lead is found, submit a test form or place a test call and re-test this step of your Zap.

    3Create an “Action” by choosing an Action App. Search and select "Capsule CRM" from the list of apps. Create a lead to pass by selecting the, “Create Contact” option from list of actions and click on the, “Continue” button. Connect your Capsule CRM Account, click "Save & Continue".
    On the Edit Template page, fill in the template with the following:

    • Type: Person
    • First Name: Caller Name
    • About: Type in each of the following then select their corresponding marketing data point from Step 1. Source, Medium, Campaign, Content, Keyword, Lead Page and Landing Page.
    • City: Caller City
    • State: Caller State
    • Phone Number: Caller Number
    • Lead ID: Lead ID

    Capsule CRM Contact Template
    Click "Continue" and continue through sending a test contact to Capsule CRM.

    4Check Capsule CRM for your new imported contact.

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    Add Custom Field to your Capsule CRM to import WhatConverts Lead IDs

    1Go to your Capsule CRM account and create a new custom field. Click on your name in the top right and select "Account Settings".
    2Select "Custom Fields" under Account Settings on the left-hand side. Click "Add New" and select "Number Field" from the drop-down menu.

    Add Lead ID field to Capsule CRM

    Name the field "Lead ID" and click "Save".

    Send Phone Calls to Capsule CRM

    1Go to Zapier and create a Trigger. Log into your Zapier account and click the "Make a Zap" button. Select "WhatConverts" as the Trigger. Select “New Lead” as your trigger type and click on the “Save + Continue” button.

    WhatConverts as Trigger

    Connect your WhatConverts account and click on the, “Save + Continue” button. Allow Zapier to access your WhatConverts account by entering your API Token and API Secret.

    API Keys
    On the Set up WhatConverts Lead page, select the profile you want to connect to your Capsule CRM and only select "Yes" for Phone Calls (Completed).

    Test WhatConverts

    3Create an “Action” by choosing an Action App. Search and select "Capsule CRM" from the list of apps. Create a lead to pass by selecting the, “Create Contact” option from list of actions and click on the, “Continue” button. Connect your Capsule CRM Account, click "Save & Continue".
    On the Edit Template page, fill in the template with the following:

    • Type: Person
    • First Name: Caller Name
    • About: Type in each of the following then select their corresponding marketing data point from Step 1. Source, Medium, Campaign, Content, Keyword, Lead Page and Landing Page.
    • City: Caller City
    • State: Caller State
    • Phone Number: Caller Number
    • Lead ID: Lead ID

    Capsule CRM Contact Template
    Click "Continue" and continue through sending a test contact to Capsule CRM.

    4Check Capsule CRM for your new imported contact.

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    Whatconverts Features for your Business
    CRM Lead Qualification
    Lead Management CRM Lead Qualification

    We can set up the WhatConverts integration with your existing CRM.

    Export Current Data Set
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    Simply download only the visible columns you have pulled up in your dashboard.

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    Subscribe to our newsletter and get proven marketing strategies for growing your business.

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      CRMs Zoho CRM

      Last update on March 25, 2020

      Zoho CRM
      CRMs Salesforce

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