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Help Center Integrations

Octoboard Integration


Octoboard users can directly integrate WhatConverts accounts into new or existing Octoboard Dashboards.

    Important: You MUST use the Master Account API Token and Secret in WhatConverts to integrate with Octoboard.

1Log into Octoboard. On the left side menu click "Connections".

Octoboard Connections

2Under Manage Logins click "Connect New Application +" at the bottom of the menu. Locate and select "WhatConverts" from the list of applications.

Select WhatConverts from Applications in Octoboard

Click "Next".

3Select the Metrics you would like to view in your Octoboard Dashboard from WhatConverts.

WhatConverts Metrics for Octoboard

Click "Next".

4Click "Add Account" to connect your WhatConverts account. Give your connection a Name. Enter your API Secret and API Token. To find these values:

  1. Log in to your WhatConverts account, click "Master Account" and "Integrations". Select "API Keys".
  2. Click on "Add API Key".
  3. Your API Token will be generated and appear on the page. Click the "lock" icon to reveal the API Secret.

Click "Add". Select the "Account" and "Profile" you wish to connect from the drop down menus and click "Next".

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Whatconverts Features for your Business
Filter/Group by Product or Service
Lead Management Filter/Group by Product or Service

Seeing leads grouped by product or service allows marketers, clients and business owners to gain deeper insights.

Plotting and Charting Options
Analytics & Insights Plotting and Charting Options

Create the exact report you need with customized plots and charts.

Filter/Group by Campaign & Keyword
Lead Management Filter/Group by Campaign & Keyword

Apply filters to group leads by specific keywords or campaigns to quickly see the results of your ad spend.

Saved Reports
Analytics & Insights Saved Reports

Save the customized reports you create and use them again and again.

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