Send Leads from WhatConverts to Pipeline CRM

Create a Zapier workflow that automatically sends new leads from WhatConverts to Pipeline CRM as people.

Before You Begin

Make sure you have:

• Completed the setup steps in the Connect WhatConverts to Pipeline CRM article
• A Pipeline CRM account
• 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 Person Workflow

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

Step 1: Set Up the Trigger

1. Log in to your Zapier account.
2. In the left-hand menu, click "+ Create", then click "Zaps".
3. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "WhatConverts".
4. Choose "New Lead" as the trigger event. Click "Continue".
5. Connect your WhatConverts account using your Profile ID and Secret Token.
6. Configure trigger filters if desired (e.g., only leads from specific sources or lead types like "Phone Call Completed", "Web Form", or "Chat Completed").
7. Test the trigger to verify the connection works and review sample lead data.

Step 2: Create a Person in Pipeline CRM

1. Click the Action step to select a platform.
2. Search for and select "Pipeline CRM". Choose "Create Person" as the action, then click "Continue".
3. If not already connected, enter your Pipeline CRM API key when prompted.
4. Map the following fields from the WhatConverts lead (Step 1):
   • Name: Map the "Contact Name”
   • Phone: Map the "Phone Number"
   • Email: Map the "Email Address"
   • Lead ID Custom Field: Map the "Lead ID" from Step 1 (this is critical for future updates)
5. Test this step to create a test person in Pipeline CRM and verify that the person 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 people are created correctly.

Related Topics

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