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    Freshsales CRM Integration


    New Dashboard
    Legacy Dashboard

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

    Select New Lead as the Trigger in Zapier

    Connect your WhatConverts account and click the "Continue" button.

    On the Set up Trigger 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 call duration to the contact. If you would like to send your calls to Freshsales as soon as the call comes in, select "Yes" for Phone Calls (in progress) as your trigger. Selecting multiple Phone Call triggers will send duplicate leads into Freshsales.

    Test the Trigger and select a lead from the drop-down.

    Successfully Found a Lead in Zapier

    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.

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    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.

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