Send WhatConverts Data to Cyfe with Zapier

Send WhatConverts lead data to your Cyfe dashboard using Zapier.

Before You Begin

Make sure you have:

• A Cyfe account with access to create widgets
• A Zapier account

Create a Cyfe Push API Widget

1. Log in to Cyfe and navigate to your dashboard.
2. At the top left of the page, click "Add Widget".
3. Select "Custom," then "Push API".



4. Configure your widget settings:
   • Give your widget a descriptive name
   • Select the chart type you want for displaying your data
   • Click "Copy" to copy the API Endpoint
5. Keep this window open as you'll need the API Endpoint in the next steps.

Set Up the Zapier Workflow

1. Go to Zapier and click "Create Zap".
2. Select "WhatConverts" as your Trigger App.
3. Choose "New Lead" as your Trigger Event and click "Continue".
4. Connect your WhatConverts account to Zapier or select your existing connection.
5. Click "Continue".

Configure the Trigger

1. On the Set up trigger page, select the lead types you want to send to Cyfe (Phone Call, Web Form, Chat, or Transaction).
2. Select your WhatConverts profile from the dropdown.
3. Click "Continue".
4. Click "Test trigger" and select a recent lead to test with.
5. Click "Continue".

Connect Cyfe

1. Select "Cyfe" as your Action App.
2. Choose "Push Value" as your Action Event and click "Continue".
3. In the Set up action section:
   • Paste your API Endpoint from Cyfe in the "Push API Endpoint" field
   • Select "Lead Type" from the dropdown for the Metric Name field
   • Configure any additional metrics for your widget
4. Click "Continue".

Test and Activate Your Workflow

1. Click "Test action" to send test data to Cyfe.
2. Return to your Cyfe dashboard and verify that the test data appears in your widget.
3. Back in Zapier, click "Publish".

Related Topics

• Connect WhatConverts to Zapier
• What is Call Tracking?
• What is Web Form Tracking?