Send Quote and/or Sales Value from Pipeline CRM to WhatConverts

Create Zapier workflows that send deal values from Pipeline CRM back to WhatConverts, enabling complete revenue attribution.

Before You Begin

Make sure you have:

Completed the setup steps in the Connect WhatConverts to Pipeline CRM article
Already created the workflow to send leads from WhatConverts to Pipeline CRM (this ensures Lead ID is stored in Pipeline CRM)
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

Sending deal values from Pipeline CRM to WhatConverts requires a multi-step process:

This workflow structure ensures the deal value is attributed to the correct marketing source in WhatConverts.

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

Log in to your Zapier account.
In the left-hand menu, click "+ Create", then click "Zaps".
Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "Pipeline CRM".
Choose the "Updated Deal" trigger event. Click "Continue".
Configure any filters (e.g., specific deal stages or pipelines).
Test the trigger to verify the connection and review sample deal data.

Click the Action step and search for "Pipeline CRM".
Choose "Find Person" as the action. Click "Continue".
Map the "Person ID" field to the "Person ID" from Step 1 (the deal trigger).
Test this step to verify it retrieves the person associated with the deal.

Now you have two options for updating the lead in WhatConverts:

Option A: Update Lead Using Lead ID (Recommended)

Click the Action step and search for "WhatConverts".
Choose "Update Lead" as the action. Click "Continue".
Map the following fields:
- Lead ID: Map the "Lead ID" custom field from Step 2 or Step 3
- Quote Value: Map the "Value" from Step 1 (the deal)
- Or Sales Value: Map the "Value" from Step 1 for won deals
Add a filter before this step if you want to only update sales value for won deals:
- Filter: Only continue if "Status" (from Step 1) equals "Won"
Test this step to verify the lead is updated correctly.

Option B: Find and Update Lead by Phone or Email

If the Lead ID isn't reliably stored, you can search for the lead first:

Click the Action step and search for "WhatConverts".
Choose "Find Lead" as the action. Click "Continue".
Search using either:
- Phone Number: Map the "Phone" from Step 2 (the person)
- Email: Map the "Email" from Step 2 (the person)
Test this step to verify it finds the correct lead.
Add another "Update Lead" action step:
- Lead ID: Map the "Lead ID" from the Find Lead step
- Quote Value: Map the "Value" from Step 1
- Or Sales Value: Map the "Value" from Step 1 for won deals

Once you've successfully tested all steps:

Review the entire workflow to ensure all mappings are correct.
Verify the Lead ID is properly flowing from person to deal to WhatConverts.
Click "Publish" to activate the Zap.
Monitor the first few deals to ensure values are updating correctly in WhatConverts.

Lead ID Storage: This workflow depends on the Lead ID being stored when the person was originally created from a WhatConverts lead. If the Lead ID is missing, the workflow won't be able to update the correct lead.
Contact Information Changes: If the contact's phone or email changes between when the lead was created and when the deal is updated, the "Find Lead" option may not locate the correct record. Using the stored Lead ID is more reliable.
Deal-to-Person Association: The deal must be associated with a person in Pipeline CRM for this workflow to retrieve the Lead ID. Deals without a person association will fail.

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.