Send Leads from WhatConverts to Freshsales

Create a Zapier workflow that automatically sends new leads from WhatConverts to Freshsales as contacts.

Before You Begin

To set up this integration, you will need:

• A Freshsales account on a paid plan
• A Lead ID Custom Field in Freshsales
• A Zapier account
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key

Create Your Lead to Contact Workflow

To build your Zapier workflow for sending leads from WhatConverts to Freshsales:

Step 1: Set Up the Trigger

1. Log in to your Zapier account. In the left-hand menu, click "+ Create", then click "Zaps".
2. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "WhatConverts".
3. Choose "New Lead" as the trigger event. Click "Continue".
4. Connect your WhatConverts account using your API Keys if needed.
5. Test the trigger to verify the connection works and review sample lead data.

Step 2: Create a Contact in Freshsales

1. Click the Action step to select a platform.
2. Search for and select "Freshsales". Choose "Create Contact" as the action (this creates a contact in the Contact Module).
3. Click "Continue".
4. If not already connected, sign in to your Freshsales account.
5. Map any desired fields from the WhatConverts lead (Step 1).
6. Test this step by creating a test contact in Freshsales and verifying that the contact appears correctly.

Activate Your Workflow

Once you've successfully tested all steps:

1. Review the entire workflow to ensure all mappings are correct.
2. Verify the Lead ID custom field is properly mapped.
3. Click "Publish" to activate the Zap.
4. Monitor the first few leads that come through to ensure contacts are created correctly.

Understand the Lead ID Storage

When this workflow creates a contact in Freshsales, it stores the WhatConverts Lead ID in the custom field you created. This Lead ID is crucial for the reverse workflow that sends sales data from Freshsales back to WhatConverts. With this ID stored, future workflows can directly update the correct lead in WhatConverts without needing to search by phone or email.

Related Topics

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