Connect WhatConverts to Salesforce

Follow the foundational setup steps required before creating Zapier workflows to sync data between WhatConverts and Salesforce.

Before You Begin

Make sure you have:

• A Salesforce 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

Connect Salesforce to Zapier

When you create your first Zapier workflow with Salesforce:

1. During the workflow setup, Zapier will prompt you to connect your Salesforce account.
2. Click "Sign in to Salesforce" or "Connect a new account".
3. You'll be redirected to Salesforce to log in and authorize the connection.
4. Select "Allow" to grant Zapier access to your Salesforce account.
5. You'll be redirected back to Zapier to continue building your workflow.

Once connected, Zapier will have access to your Salesforce account for all future workflows.

Create Salesforce Custom Fields

Unlike some CRM integrations, Salesforce has many built-in fields that work well with WhatConverts data. However, you may want to create custom fields for:

• WhatConverts Lead ID (for tracking across systems and pushing updates back to WhatConverts)
• Marketing source details
• Call recordings or transcriptions
• Additional tracking parameters

To create custom fields in Salesforce:

1. Log in to Salesforce.
2. Click the gear icon and select "Setup".
3. Navigate to "Object Manager".
4. Select "Lead" (or "Opportunity" for sales tracking).
5. Click "Fields & Relationships".
6. Click "New" to create a custom field.
7. Choose field type (typically "Text" or "URL" for WhatConverts data).
8. Complete the field creation wizard.

Related Topics

• What is the Salesforce CRM Integration?
• View Leads in Salesforce and Merge Duplicates
• Understand the Salesforce Integration
• Send Leads from WhatConverts to Salesforce