Sending Phone Calls to Pipedrive

To set up Pipedrive to receive phone calls from WhatConverts, you'll need to add custom Lead ID fields for the Person and Lead/Deal categories.

1Go to your Pipedrive account. Go to "Company Settings" by clicking your User Icon in the top right corner. Under the Company section, select "Data Fields". Click the "Add Custom Field" button. Select "Person Field".

Choose "Numerical" as your field type. Enter the Field Name: "LeadID". Check all of the Field Properties boxes. Click "Save".

Note: You will need an API Key to set up custom fields in Pipedrive. You can find this by selecting the three dots at the end of the row.

Click the "Add Custom Field" button. Select "Lead/Deal Field".

Choose "Numerical" as your field type. Enter the Field Name: "LeadID". Check all of the Field Properties boxes. Click "Save".

2Log into your Zapier account and click "Make a Zap". Select "WhatConverts" as the Trigger App. Select "New Lead" Trigger. Click "Continue".

Connect your WhatConverts account and click "Continue".

On the Set up trigger page, select "Yes" only for "Phone Calls (completed)". Select your profile from the drop down and click "Continue".

Select "Test trigger". Select a lead from the drop-down and click "Continue".

Note: If no lead is found, place a test phone call and re-test this step of your Zap.

3Select "Pipedrive" as your Action app and "Create Person" as your Action Event. Click "Continue". Connect your Pipedrive Account with Zapier and click "Continue".

We highly recommend setting up Field Mapping prior to completing this step.

On the Set up action page, set your fields to the following below.

• Name: Caller Name
• Phone: Caller Number
• Lead ID: Lead ID

Click "Continue". Select "Test & Continue". Turn your Zap "On".

4Go to Pipedrive and select "Contacts" and then select "People". The contact lead form information from WhatConverts will now be displaying within the list.

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com