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    Help Center Integrations

    HubSpot CRM Integration


    Note: We recommend Mapping Your Lead Data Fields prior to setting up your CRM Integration.

    1Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger Event. Connect your WhatConverts account and click "Continue".

    How to connect WhatConverts with Zapier

      .

    On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to Hubspot CRM. Select your profile from the drop down and click "Continue".

    Select "Test Trigger". Once the test is successful and you are satisfied with the lead, click "Continue".

    Note: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    • Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
    • Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
    • Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

    2Add "HubSpot" as the Action App and "Create Contact" as the Action Event. Connect your HubSpot account and click "Continue". To set up the template, match the fields with available fields from your WhatConverts leads.

    • Contact Information: First Name: "Mapped Fields Contact Name"
    • Contact Information: Last Name: "Mapped Fields Contact Name"
    • Contact Information: Email: "Mapped Fields Email"
    • Contact Information: Phone Number: "Mapped Fields Phone Number"
    • Contact Information: City: "Caller City"
    • Contact Information: State/Region: "Caller State"
    • Contact Information: Country/Region: "Caller State"

    Contact Information: Message: Type in the following then choose the counterpart from the drop down

    Source

      • : "

    Source

      • "

    Medium

      • : "

    Medium

      • "

    Campaign

      • : "

    Campaign

      • "

    Content

      • : "

    Content

      • "

    Keyword

      • : "

    Keyword

      • "

    Landing Page

      • : "

    Landing URL

      • "

    Lead Page

      • : "

    Lead URL

      "

    Hubspot Template

    Click "Continue" and "Test Trigger". Turn your Zap "On".

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

    HubSpot CRM is a web-based CRM tool. WhatConverts integrates with HubSpot CRM through Zapier to send leads directly into the CRM software.

    To make integrating WhatConverts with Hubspot's CRM as seamless as possible, map your lead fields in WhatConverts so all of your lead data is easily passed with one Zap into Zapier. For more information on mapping your fields see: Mapping Fields

    1Log into Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger. Connect your WhatConverts account and continue to the Customize Lead page.

    How to connect WhatConverts with Zapier

      .

    On the Customize Lead page, select "Yes" only for the Lead Types you would like to send to the CRM. Select your profile from the drop down and click "Continue". Select "Test and Review". Once the test is successful and you are satisfied with the lead, click "Continue".

    Note: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    • Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
    • Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
    • Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

    2Add "HubSpot" as the Action App and "Create Contact" as the Action. Connect your HubSpot account and click "Continue". To set up the template, match the fields with available fields from your WhatConverts leads. See example below:

    Hubspot Template

    Click "Continue" and "Test & Continue". Make sure to turn your Zap "On".

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    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 Current Data Set
    Lead Management Export Current Data Set

    Simply download only the visible columns you have pulled up in your dashboard.

    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

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