Pipeline Integration

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".

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"

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.

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