Track call leads back to marketing sources.
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Show clients exactly how well your marketing works.
See how many qualified leads your marketing department delivers.
Track marketing efforts for every franchise, all from one platform.
WhatConverts reveals which marketing campaigns are working.
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Which marketing channels are driving new clients? Find out.
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Create reports that show new patients vs. existing patients.
Easily separate calls from new patients vs. existing patients.
Track every new patient back to the marketing source.
See which marketing channels drive new patients.
Find out where your new students come from.
Calculate ROI from search ads, direct mailers and more.
Learn which marketing delivers the most valuable clients.
A simple way to figure out where customers come from.
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1Locate the Deal set up from the Sending Quote Values to WhatConverts step. Open the deal and click "Won".
2Go to Zapier. Click "Create Zap". Select "Pipedrive" as your Trigger app and "Deal Matching Filter" as the Trigger event.
Choose your Pipedrive account, click "Continue". Select "All Won Deals" for the Filter. Click "Continue". Test the trigger, select a Deal and click "Continue".
Select "WhatConverts" as the Action App. Select "Update Lead" as the Action event. Click "Continue".
Select the corresponding WhatConverts account; click "Continue". On the Set up action page, set up the fields with the corresponding attributes below.
Click "Continue". To Test the Action, click "Test & Continue" and when your test is successful, turn your zap "On".
3Go back to your WhatConverts profile and the corresponding lead will display an updated sales value.
If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]
1Add Value to New Deal for a Contact
Click on a WhatConverts contact in PipeDrive and select "Add New Deal".
Add a “Deal Value” and an “Expected Close Date” and press “Save”.
Go to “Deals” under the navigation menu and the contact should now be displaying under the Lead In column.
Open the deal and Click "Won" in the top right of the Deal Page.
2Go to Zapier and Connect the Lead ID from the Contact to the New Deal.
Go to Zapier and click "Make a Zap!". Select "Pipedrive" as your Trigger app and "New Deal" as the trigger.
Choose your PipeDrive account (or Connect an Account if you haven't done so already) and click "Continue".
Test this step and click "Continue".
On the next Zapier step, select "Pipedrive" as your Action app. and under Search, select "Find Person" as your Pipedrive Action.
Connect to your Pipedrive account and click "Continue".
On the Search for Pipedrive Person page, under Field to Search By, click the drop down menu and select "Name". Under Name, click the drop down and find "Person ID Name".
Add an additional Zapier Step by clicking the large "+" under the Search step on the left side menu.
Select "Pipedrive" as the Action App, click "Show less Common Options" and select "Update Deal" as the Pipedrive Action.
Connect your Pipedrive account and click "Continue."
In the Set up Pipedrive Updated Deal, edit the fields:
Click "Continue", test the step and click "Finish". Turn your Zap "On".
3Go to Zapier and create a Trigger.
Go to Zapier and select “Make A Zap” and set your Trigger as PipeDrive. Click "Show Less Common Options" and select “Deal Matching Filter” as the trigger.
Choose your PipeDrive account (or Connect an Account if you haven't done so already) and click "Continue". Select "All Won Deals" for the Filter and Click "Continue".
Click "Fetch and Continue". Once the test is successful review your deal, click "Continue".
Select WhatConverts as an Action App within Zapier and select the “Update Lead” radio button. Click "Continue".
Select the corresponding WhatConverts account within Zapier; click "Continue". Set up the WhatConverts Lead Template with the corresponding attributes below and select “Continue”.
Select the “Continue” button, click "Send Test to WhatConverts" and when your test is successful, click "Finish".
Name your Zap and turn your zap "On". Make sure to provide your zap an easily identifiable name to understand.
4Check your Lead in WhatConverts.
Go back to your WhatConverts account and the corresponding lead will display an updated quote value.
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Route calls to multiple destination numbers at once using multi-ring functionality.
Reroute calls that occur outside your active business times.
All incoming calls will be directed to the business location closest to the caller.
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