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    Help Center Integrations Salesforce Integration

    Sending Phone Call Leads to Salesforce


    New Dashboard
    Legacy Dashboard

    1Go to Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger Event. Connect your WhatConverts account and click "Continue".

    On the Set up trigger page, select "Yes" for Phone Calls (completed) and set all other fields to "No". In the final drop-down menu, select the WhatConverts Profile you would like to integrate with Salesforce and click "Continue".

    Visit your website and make a new test call to a WhatConverts tracking number.

    Go back to Zapier and click "Test trigger" to receive the phone call lead from WhatConverts. Review the Lead Data and click "Continue".

    2Select "Salesforce" as your Action App and "Create Lead" as your Action Event. Click "Continue".

    Choose or connect your Salesforce account. Click "Continue".

    On the Set up action page, you will see multiple information fields listed. Match the WhatConverts data from the Trigger Step with Salesforce input fields. 

    Select the following on the Set up action page:

    • Last Name: "Caller Name"
    • Company: "Caller Name"
    • City: "Caller City"
    • Country: "Caller Country"
    • Phone: "Caller Number"
    • State/Province: "Caller State"
    • Zip: "Caller Zip"

    Description: Type in the following then choose the counterpart from the drop down

      Source: "Source"
      Medium: "Medium"
      Campaign: "Campaign"
      Content: "Content"
      Keyword: "Keyword"
      Landing Page: "Landing URL"
      Lead Page: "Lead URL"

    Salesforce Set up Action

    Click "Continue".

    On the Send Lead to Salesforce page, review the data being sent to Salesforce and click "Test & Continue".

    Turn the Zap "On".

    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

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

    1Go to Zapier and make a Zap. Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger. Connect your WhatConverts account and click "Continue".

    On the Customize Lead page, select "Yes" for Phone Calls (completed) and leave all other fields as "no". In the final drop-down menu, select the WhatConverts Profile you would like to integrate with Salesforce and click "Continue".

    WhatConverts Phone Call Trigger

    Make a new test call to your site and "Test & Continue" to receive a phone call lead from WhatConverts and continue to the next step.

    2Click "+ to add an Action Step with "Salesforce" as your Action App. Select "Create Lead" as your Action. Click "Continue". Choose your account from the drop-down menu or connect your Salesforce account and click "Continue".

    On the Customize Lead page, you will see multiple information fields listed. You're going to match WhatConverts' data with Salesforce data, by matching up fields. The template is customizable to match any needs. Select the following on the Set up Saleforce Lead page:

    • Last Name: "Caller Name"
    • Company: "Caller Name"
    • City: "Caller City"
    • Country: "Caller Country"
    • Phone: "Caller Number"
    • State/Province: "Caller State"
    • Zip: "Caller Zip"

    Description: Type in the following then choose the counterpart from the drop down

      Source: "Source"
      Medium: "Medium"
      Campaign: "Campaign"
      Content: "Content"
      Keyword: "Keyword"
      Landing Page: "Landing URL"
      Lead Page: "Lead URL"

    Create Lead in Salesforce

    Click "Continue". On the Send Test to Salesforce page, click "Test & Continue". Give your Zap a Name and turn it "On".

    Congratulations! WhatConverts is now connected to Salesforce using Zapier. In Part 3 of this support series, we will check the data on the Salesforce end, and merge any duplicate leads.

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