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Help Center Integrations Salesforce Integration

Sending Phone Call Leads to Salesforce


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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Whatconverts Features for your Business
Instant Phone Number Setup & Tracking
Lead Tracking Instant Phone Number Setup & Tracking

Select a tracking number, provide the destination number, and start tracking calls.

Complete Form Lead Capture
Lead Tracking Complete Form Lead Capture

Qualify leads based on form-fill details so you can better evaluate lead gen campaigns.

Call Flows - Geographic Call Routing
Lead Tracking Call Flows - Geographic Call Routing

All incoming calls will be directed to the business location closest to the caller.

Instant Triggered Webhook Data
Analytics & Insights Instant Triggered Webhook Data

The instant a lead is received, the data trigger can send webhook data to your CRM.

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