Salesforce Integration

Any data that comes through WhatConverts can be connected to Salesforce using Zapier.

The first step in the process is to create a Zapier account. WhatConverts has no affiliation with Zapier, it's a service that makes integrating different software easy. As Salesforce is a premium connection, Zapier requires at least a basic plan, that will cost around $20 a month. You can start out with their 14 day free trial to try it out.

This section will walk you through

• Sending Phone Call Leads to Salesforce
• Sending Web Form Leads to Salesforce
• Viewing Leads in Salesforce and Merging Duplicates