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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".
Note:
connect WhatConverts with Zapier
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:
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
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".
Note:
connect WhatConverts with Zapier
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".
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:
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
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.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoSet up integrations so that lead value is instantly transferred between WhatConverts and the CRM
Control, download and monitor your incoming calls at no additional cost.
Your callers will hear a menu of options to direct their call to the proper connection.