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    Last update on August 26, 2021

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    Help Center Integrations

    Pipeline Integration


    New Dashboard
    Legacy Dashboard

    1In Pipeline (previously known as PipelineDeals), click on "Account Settings" and choose "Custom Fields" in the left-hand menu. Select the "Person" tab, then click "+ Add Custom Field". Select "Numeric Field", name the field Lead ID and click "Save".
    Select the "Deal" tab, then click "+ Add Custom Field". Select "Numeric Field", name the field Lead ID and click "Save".

    2Go to Zapier, click "Create Zap" and select "WhatConverts" as your Trigger App and "New Lead" as the Trigger event. Click "Continue".

    Select New Lead as the Trigger in Zapier

    Connect your WhatConverts account to Zapier or select your WhatConverts account. Click
    "Continue".

    On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to the CRM. Select your profile from the drop down and click "Continue".

    Important: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    • Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
    • Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
    • Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

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

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

    3Select "Pipeline CRM" as your Action App. Select "Create Person" as the Action event. Click "Continue". Connect or select your Pipeline account; click "Continue".

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

    On the Set up action page select the following:

    First Name: "Mapped Fields Contact Name"
    Last Name: "Mapped Fields Contact Name"
    Email: "Mapped Fields Email"
    Phone: "Mapped Fields Phone Number"
    Work City: "Caller City"
    Work State: " Caller State"
    Summary: Type the following and select the fields from the drop down: Source, Medium, Campaign, Content, Keyword, Lead Page and Landing Page
    Lead ID: "Lead ID"

    Set up Pipeline action

    Click "Continue". Review your data and click "Test & Continue". Turn your Zap "On">

    3Go to Pipeline, click "People". Your WhatConverts lead will now be located in the list as a Person contact.

    WhatConverts lead in Pipeline

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    PipelineDeals is a web-based Sales CRM and pipeline management tool. WhatConverts integrates with PipelineDeals through Zapier to send leads directly into the CRM software.

    The first step for integrating WhatConverts with PipelineDeals is to create a Zapier account and connect your WhatConverts account. Click on the following for instructions on how to connect WhatConverts with Zapier.

    Sending Call Leads to PipelineDeals

    1In PipelineDeals, click on "Account Settings" and choose "Custom Fields" in the left-hand menu. Click "Person fields" and click "+ New Person Field". Select "Numeric Field", name the field Lead ID and click "Save".

    Create Numeric Person Field

    2Go to Zapier, click "Make a Zap" and select "WhatConverts" as your Trigger App and "New Lead" as the Trigger. Click "Continue".
    WhatConverts as Trigger
    Connect your WhatConverts account to Zapier or select your WhatConverts account, select your WhatConverts profile; continue to the Customize Lead page.

    On the Customize Lead page, select "Yes" only for "Phone Calls (completed)". Select your profile from the drop down and click "Continue". Select "Test and Review". Once the test is successful and you are satisfied with the lead, click "Continue".

    3Create an Action step. Select "PipelineDeals" as your Action App. Select "Create Person" as the Action. Click "Continue". Connect your PipelineDeals account; click "Continue". On the Set up PipelineDeals person page select the following:

    First Name: "Caller Name"
    Last Name: "Caller Name"
    Phone: "Caller Number"
    Work City: "Caller City"
    Work State: "Caller State"
    Summary: Type the following and select the fields from the drop down: Source, Medium, Campaign, Content, Keyword, Lead Page and Landing Page
    Lead ID: "Lead ID"

    Set up PipelineDeals Person

    Click "Continue" then "Send Test to PipelineDeals".

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      Related Integrations
      CRMs Salesforce

      Last update on August 26, 2021

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