Schedule Demo
Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
Marketing Automation Integrately

Last update on June 10, 2021

CRMs Pipedrive

Last update on March 25, 2020

CRMs Insightly

Last update on March 25, 2020

Help Center Integrations

Freshsales CRM Integration

Set up Field Mapping in WhatConverts

1Log into your WhatConverts dashboard. On the left-side menu, pick the Account and Profile you want to send leads from. Under Profile select "Settings" then "Field Mapping".

2Click "+ Add Field Mapping Value" to add any values that you will want to send to Freshsales.

    Ex: You are tracking a form that has separate first name and last name inputs. You will need to create a First Name mapping value and a Last Name mapping value.

See our Mapping Fields document for full Field Mapping information.

Send Leads to Freshsales

1Go to Zapier and click "Make a Zap". Select "WhatConverts" as the Trigger app and “New Lead” as your trigger type and click on the “Save + Continue” button.

New Lead in WhatConverts

Connect your WhatConverts account and click on the, "Save + Continue" button. Allow Zapier to access your WhatConverts account by entering your API Token and API Secret.

API Keys

On the Customize Lead page, select "Yes" for Phone Calls (completed) and leave all other fields as "no". In the final drop-down menu, select the WhatConverts Profile you would like to integrate with Freshsales and click "Continue".

    Note: The Phone Calls (completed) trigger will allow you to append call recording URLs and duration information on the calls. If you would like to send your calls to Salesforce as soon as the call comes in, select "Yes" for Phone Calls (in progress) as your trigger. Only choose one Phone Call trigger; selecting both Phone Calls (completed) and Phone Calls (in progress) will send duplicate leads into Freshsales.

Test WhatConverts

2Create an "Action" by choosing an Action App. Search and select "Freshsales" from the list of apps. Create a lead to pass by selecting the, “Create Lead” option from list of actions and click on the, "Continue" button. Connect your Freshsales Account, click "Save & Continue".
On the Edit Template page, fill in the template with the following:

  • Last Name: Mapped Fields Contact Name
  • City: Caller City
  • State: Caller State
  • Phone Number: Mapped Fields Phone Number
  • Keyword: Keyword
  • Lead Type: Select "Custom" then choose Lead Type
  • Recent Note: Type in then select "Source", "Medium", "Campaign", "Content", "Lead URL" and "Landing URL".

Freshsales lead information

Click "Continue" and continue through sending a test contact to Freshsales.

3Check Freshsales for your new imported lead.

Was this page helpful?
Request a Live Demo
Get a FREE presentation of WhatConverts

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

Request a Live Demo
Whatconverts Features for your Business
CRM Lead Qualification
Lead Management CRM Lead Qualification

We can set up the WhatConverts integration with your existing CRM.

Export All Data
Lead Management Export All Data

Download or send your entire data set with one click.

CRM Lead Valuation
Lead Management CRM Lead Valuation

Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM

WordPress Lead Reporting
Analytics & Insights WordPress Lead Reporting

Access lead reports directly in your WordPress Dashboard.

Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
CRMs JobNimbus

Last update on March 25, 2021

CRMs HubSpot CRM

Last update on May 19, 2021

HubSpot CRM

Last update on March 25, 2020

Zoho CRM
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support