This article will show you how to integrate your WhatConverts account with your OnePageCRM account to send phone calls, web forms and chats directly into your CRM platform.
Send Phone Calls to OnePageCRM
1Go to OnePageCRM. Click “Settings” then “Custom Fields“. Under Contact Fields, click “+ Add“. Name your field “Lead ID” and select “Single line text” as the Field Type. Click “Save”.
2Go to Zapier and make a Zap. Select “WhatConverts” as your Trigger App and “New Lead” as your Trigger. Connect your WhatConverts account and click “Continue“.
- Note:To connect your WhatConverts account, click on the following for instructions on how to connect WhatConverts with Zapier.
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 OnePageCRM and click “Continue“.
Make a new test call to your site and “Test & Continue” to receive a phone call lead from WhatConverts and continue to the next step.
3Add an Action Step with “OnePageCRM” as your Action App. Select “Create Contact” as your Action. Click “Continue“. Connect your OnePageCRM account and click “Continue“. Select the following on the Set up OnePageCRM Contact page:
- First Name or Last Name: “Caller Name”
- Company: “Caller Name”
- Phone Work: “Caller Number”
- City: “Caller City”
- State: “Caller State”
- Zip: “Caller Zip”
- Country: “Caller Country“
Background: 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”
Duration: “Call Duration”
Call Recording: “Play Recording URL”
Lead ID: “Lead ID”
Click “Continue“. Send a test to OnePageCRM, click “Finish“, give your Zap a name and turn your Zap “On“.
Send Web Form Submissions and Chats to OnePageCRM
1Go to OnePageCRM. Click “Settings” then “Custom Fields“. Under Contact Fields, click “+ Add“. Name your field “Lead ID” and select “Single line text” as the Field Type. Click “Save”.
2Go to Zapier and make a Zap. Select “WhatConverts” as your Trigger App and “New Lead” as your Trigger. Connect your WhatConverts account and click “Continue”.
- Note:To connect your WhatConverts account, click on the following for instructions on how to connect WhatConverts with Zapier.
On the Set up WhatConverts Lead page, select “Yes” for Web Forms and Chats leave all other fields as “no“.
Make a new test form submission on your site and “Test this Step” to receive a web form lead from WhatConverts.
3Add an Action Step with “OnePageCRM” as your Action App. Select “Create Contact” as your Action. Click “Continue“. Connect your OnePageCRM account and click “Continue“. Match as many of the fields on the Set up OnePageCRM Contact page as shown below to your test form (Note: A Last Name or Company Name is required).
- First Name or Last Name: “Additional Fields Name”
Company: “Additional Fields Company Name”
Phone Work: “Additional Fields Phone Number”
Background: Type in the following then chooose the counterpart from the drop down
- Source: “Source”
Medium: “Medium”
Campaign: “Campaign”
Content: “Content”
Keyword: “Keyword”
Landing Page: “Landing URL”
Lead Page: “Lead URL”
Lead ID: “Lead ID”
Click “Continue“. Send a test to OnePageCRM, click “Finish“, give your Zap a name and turn your Zap “On“.