Customer Relationship Management (CRM) Integrations - Overview

The Customer Relationship Management (CRM) Integrations section covers how to connect WhatConverts to the CRM platforms your team uses to manage leads, deals, and customer relationships. These integrations push lead data into your CRM automatically and pull quote and sales value back into WhatConverts for full-funnel attribution.

Why It Matters

Connecting WhatConverts to your CRM ensures every marketing-generated lead reaches your sales team with full attribution. This section helps you:

• Send lead data from WhatConverts to your CRM automatically with source, medium, and campaign details intact.
• Pull quote and sales value data back into WhatConverts from your CRM pipeline.
• Close the loop between marketing spend and revenue for accurate ROI reporting.
• Validate and troubleshoot each integration to keep data flowing reliably.

With a CRM integration in place, your marketing reports reflect real pipeline and revenue data, not just lead counts.

Articles in This Section

Capsule

• What is the Capsule CRM Integration?
• Connect WhatConverts to Capsule CRM
• Understand the Capsule CRM Integration
• Send Leads from WhatConverts to Capsule CRM
• Send Quote and/or Sales Value from Capsule CRM to WhatConverts
• Validate and Troubleshoot Your Capsule CRM Integration

Freshsales

• What is the Freshsales Integration?
• Connect WhatConverts to Freshsales
• Understand the Freshsales Integration
• Send Leads from WhatConverts to Freshsales
• Send Quote and/or Sales Value from Freshsales to WhatConverts
• Validate and Troubleshoot Your Freshsales Integration

HubSpot

• What is the HubSpot Integration?
• Connect WhatConverts to HubSpot
• Understand the HubSpot Integration
• Send Leads from WhatConverts to HubSpot
• Send Quote and/or Sales Value from HubSpot to WhatConverts
• Validate and Troubleshoot Your HubSpot Integration

Insightly

• What is the Insightly Integration?
• Connect WhatConverts to Insightly
• Understand the Insightly Integration
• Send Leads from WhatConverts to Insightly
• Send Quote and/or Sales Value from Insightly to WhatConverts
• Validate and Troubleshoot Your Insightly Integration

JobNimbus CRM

• What is the JobNimbus CRM Integration?
• Connect WhatConverts to JobNimbus CRM
• Understand the JobNimbus CRM Integration
• Send Leads from WhatConverts to JobNimbus CRM
• Send Quote and/or Sales Value from JobNimbus CRM to WhatConverts
• Validate and Troubleshoot Your JobNimbus CRM Integration

OnePageCRM

• What is the OnePageCRM Integration?
• Connect WhatConverts to OnePageCRM
• Understand the OnePageCRM Integration
• Send Leads from WhatConverts to OnePageCRM
• Send Quote and/or Sales Value from OnePageCRM to WhatConverts
• Validate and Troubleshoot Your OnePageCRM Integration

Pipedrive

• What is the Pipedrive CRM Integration?
• Connect WhatConverts to Pipedrive
• Understand the Pipedrive Integration
• Send Leads from WhatConverts to Pipedrive
• Send Quote and/or Sales Value from Pipedrive to WhatConverts
• Validate and Troubleshoot Your Pipedrive Integration

Pipeline

• What is the Pipeline CRM Integration?
• Connect WhatConverts to Pipeline CRM
• Understand the Pipeline CRM Integration
• Send Leads from WhatConverts to Pipeline CRM
• Send Quote and/or Sales Value from Pipeline CRM to WhatConverts
• Validate and Troubleshoot Your Pipeline CRM Integration

Salesforce

• What is the Salesforce CRM Integration?
• Connect WhatConverts to Salesforce
• Understand the Salesforce Integration
• Send Leads from WhatConverts to Salesforce
• Send Quote and/or Sales Value from Pipeline CRM to WhatConverts
• View Leads in Salesforce and Merge Duplicates
• Validate and Troubleshoot Your Salesforce Integration

Zoho CRM

• What is the Zoho CRM Integration?
• Connect WhatConverts to Zoho CRM
• Understand the Zoho CRM Integration
• Send Leads from WhatConverts to Zoho CRM
• Send Quote Value and/or Sales Value from Zoho CRM to WhatConverts
• Validate and Troubleshoot Your Zoho CRM Integration