BECOME A POWER-USER 🏆 Maximize the full potential of WhatConverts! Learn How
1Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger event.
Connect your WhatConverts account and click "Continue".
On the Set up trigger page, select "Yes" only for "Web Forms". Select your profile from the drop down and click "Continue". Select "Test trigger". Select a lead from the drop-down and click "Continue".
2Search for and select "Salesforce" as your Action App and "Create Lead" as your Action Event. Click "Continue".
Choose or Connect your Salesforce account and click "Continue".
3On the Set up action page, fill in the Salesforce input fields as follows:
City: "Mapped Fields City" (if available)
State/Province: "Mapped Fields State/Province" (if available)
Country: "Mapped Fields Country" (if available)
Phone: "Mapped Fields Phone Number"
Email: "Mapped Fields Email"
Description: Type in the following then choose the counterpart from the drop down
Click "Continue".
4On the Test action page, review your data and click "Test & Continue" to send the Lead to Salesforce.
Turn the Zap "On".
1Go to your website and submit a test form. Navigate to the WhatConverts Profile the form is tracking in. Click "Leads" in the top menu. Under Lead Manager, check to make sure your form submission has been recorded.
2Once you have confirmed the Web Form lead has tracked, log into your Salesforce account. Go to the "Leads" tab on the top menu. Click on the most recent lead and compare it to the data tracked in WhatConverts.
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
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