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Help Center ▸ Integrations

Octoboard Integration

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

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

Click "Next".

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

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:

Log in to your WhatConverts account, click the "Master Account" icon and select "Master Integrations".
Under API Keys, click on "View Details". Click "+ Generate API Key".
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 [email protected]

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

Important

Master Account

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

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

Click "Next".

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

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:

Log in to your WhatConverts account, click "Master Account" and "Integrations". Select "API Keys".
Click on "Add API Key".
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

Lead Tracking Chat Tickets Captured

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

Lead Tracking Web Chat Lead Reporting

Automatically track visitors back to the marketing source, medium, campaign, ad and keyword.

Lead Management Export Filtered Leads

Easily filter and export leads in real time from your WhatConverts Dashboard.

Analytics & Insights Monthly Summary Marketing Report

Distills marketing efforts into a lead-based report that is easy to understand.

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

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Octoboard Integration

Get a FREE presentation of WhatConverts

Grow your business with WhatConverts