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
    Reporting AgencyAnalytics

    Last update on September 1, 2022

    AgencyAnalytics
    Reporting Oviond

    Last update on July 22, 2022

    Oviond
    Text Messaging Sakari SMS

    Last update on July 22, 2022

    Sakari SMS
    Help Center Integrations

    Octoboard Integration


    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 the "Master Account" icon and select "Master Integrations".
      Master account master integrations
    2. Under API Keys, click on "View Details". Click "+ Generate 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 to Octoboard from the drop down menus and click "Next".
    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

    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".

    Was this page helpful?
    👍Yes
    👎No
    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.

    Schedule a Demo
    Whatconverts Features for your Business
    Chat Tickets Captured
    Lead Tracking Chat Tickets Captured

    We capture the full chat ticket information and store the lead with its marketing data.

    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.

    Dimension Grouping
    Analytics & Insights Dimension Grouping

    Group big chunks of marketing data into useful marketing reports.

    Saved Reports
    Analytics & Insights Saved Reports

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

    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
      Text Messaging Sakari SMS

      Last update on July 22, 2022

      Sakari SMS
      Reporting AgencyAnalytics

      Last update on September 1, 2022

      AgencyAnalytics
      Reporting ReportGarden

      Last update on July 22, 2022

      ReportGarden
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support
      G2 Users Love Us Badge
      G2 High Performer Badge
      G2 High Performer Small Business Badge
      G2 Momentum Leader Badge
      G2 High Performer Europe Badge