Send Quote and/or Sales Value from Salesforce to WhatConverts

Create Zapier workflows that send opportunity values from Salesforce back to WhatConverts, enabling complete revenue attribution.

Before You Begin

Make sure you have:

• Completed the setup steps in the Connect WhatConverts to Salesforce article
• Already created the workflow to send leads from WhatConverts to Salesforce
• 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

Workflow Overview

Sending opportunity values from Salesforce to WhatConverts requires identifying the correct lead to update:

1. An opportunity is created or updated in Salesforce.
2. Identify the corresponding WhatConverts lead using contact information or stored Lead ID.
3. Update the lead in WhatConverts with the opportunity value.

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

Create Your Opportunity to Lead Value Workflow

To build your Zapier workflow for sending opportunity values from Salesforce to WhatConverts:

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 "Salesforce".
4. Choose your trigger event based on when you want to update values:
   • "New Opportunity". For quote values when opportunities are first created
   • "Updated Opportunity". For tracking value changes throughout the sales cycle
   • "Updated Field on Opportunity". For specific field updates (like Stage or Amount)
5. Click "Continue".
6. If not already connected, sign in to Salesforce and authorize the connection.
7. Configure any filters (e.g., specific opportunity stages or types).
8. Test the trigger to verify the connection and review sample opportunity data.

Step 2: Find Lead in WhatConverts

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

Option A: Find Lead Using Stored Lead ID (If Available)

If you stored the WhatConverts Lead ID when creating the original lead:

1. Click the Action step and search for "WhatConverts".
2. Choose "Update Lead" as the action. Click "Continue".
3. Map the following fields:
   • Lead ID: Map the "WhatConverts Lead ID" custom field from Step 1 (the opportunity)
   • Quote Value: Map the "Amount" from Step 1 for open opportunities
   • Or Sales Value: Map the "Amount" from Step 1 for closed/won opportunities
4. Add a filter before this step if you want to only update sales value for won opportunities:
   • Filter: Only continue if "Stage" (from Step 1) equals "Closed Won"
5. Test this step to verify the lead is updated correctly.

Option B: Find Lead by Contact Information (Recommended if No Lead ID)

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

1. Click the Action step and search for "WhatConverts".
2. Choose "Find Lead" as the action. Click "Continue".
3. You'll need to get the contact information from the opportunity. First, add a "Find Contact in Salesforce" step:
   • Search for "Salesforce"
   • Choose "Find Contact"
   • Map "Contact ID" from the opportunity (Step 1)
   • Test to retrieve contact details
4. Then add the "Find Lead" step in WhatConverts:
   • Search using either:
     • Phone Number: Map the "Phone" from the Salesforce contact
     • Email: Map the "Email" from the Salesforce contact
5. Test this step to verify it finds the correct lead.
6. Add another "Update Lead" action step:
   • Lead ID: Map the "Lead ID" from the Find Lead step
   • Quote Value: Map the "Amount" from Step 1
   • Or Sales Value: Map the "Amount" from Step 1 for won opportunities

Create a Separate Workflow for Sales Values (Optional)

If you want to track both quote values and sales values separately, create a second workflow specifically for closed/won opportunities:

1. Follow the same steps as above.
2. Use "Updated Field on Opportunity" as the trigger and filter for "Stage" changes to "Closed Won".
3. In the Update Lead step, map the opportunity amount to "Sales Value" instead of "Quote Value".

This approach allows you to:

• Update quote values when opportunities are created or updated
• Update sales values only when opportunities are marked as won
• Maintain separate tracking for estimated vs. actual revenue

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 identification method works reliably
3. Click "Publish" to activate the Zap
4. Monitor the first few opportunities to ensure values are updating correctly in WhatConverts

Important Considerations

• Contact Information Changes: If the contact's phone or email changes between when the lead was created and when the opportunity is updated, the "Find Lead" option may not locate the correct record. Using the stored Lead ID is more reliable.
• Lead ID Storage: This workflow works best when the WhatConverts Lead ID was stored during the initial lead creation. If the Lead ID is missing, the workflow relies on contact information matching.
• Multiple Workflows: You may want separate workflows for different opportunity stages (e.g., one for quote values on any opportunity update, another for sales values on won opportunities only).

Related Topics

• What is the Salesforce CRM Integration?
• Connect WhatConverts to Salesforce
• Understand the Salesforce Integration
• Send Leads from WhatConverts to Salesforce
• Validate and Troubleshoot Your Salesforce Integration