Sending Web Form Leads to Salesforce

1Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger event.

We highly recommend setting up Field Mapping prior to completing this step.

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".

Note: If no lead is found, submit a test form and re-test this step of your Zap.

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:

Last Name: "Mapped Fields Contact Name".
Company: "Mapped Fields Contact Name" and/or "Mapped Fields Company Name".
Note: Company is a required field. Make sure to use a dynamic field that always has data or the Zap will not process your Lead.

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

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

Click "Continue".

4On the Test action page, review your data and click "Test & Continue" to send the Lead to Salesforce.

Turn the Zap "On".

Test your Zap

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 [email protected]