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“.
2Go to Zapier, click “Make a Zap” and select “WhatConverts” as your Trigger App and “New Lead” as the Trigger. Click “Continue“.
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”
Click “Continue” then “Send Test to PipelineDeals“.