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Help Center Integrations SharpSpring Marketing Automation Integration

Send Phone Call Leads to SharpSpring


1Go to your SharpSpring Account and create new custom fields. Go to, "Settings" and select the “Customize Fields” option in SharpSpring by clicking on "Settings" then "Custom Felds" from the left hand menu. Click on the “+ Add Field” button at the top of the page, choose Lead Field. Create the following fields:

    Note: When creating the fields, make sure that you have selected the "Visible in Contact Manager" check box and "Text Input" as the Field Type.
  • Call Recording URL
  • Campaign
  • Content
  • Keyword
  • Landing Page
  • Lead ID
  • Lead Page
  • Medium
  • Source

Custom Fields in SharpSpring

2Go to Zapier and create a Zap with WhatConverts as the Trigger App and "New Lead" as the Trigger.

WhatConverts as Trigger

Connect your WhatConverts account to Zapier or select your WhatConverts account, select your WhatConverts profile. Continue through, click "Fetch & Continue" to get a sample lead.

Test WhatConverts

3Click the "+" icon between your Trigger and Action Steps and add a Filter.

Add Filter Step
Select the “Only Continue if…” option and click “Save + Continue. Set the first field to “Call Status”, the second field to “(Text) Contains” and the last field to “completed”. Click "+ And" set the first field to “Lead Type”, the second field to “(Text) Contains” and the last field to “phone call” “Test & Continue”.

Filter Setup for Completed Calls
4Add the Action Step and select "SharpSpring" as your Action App. Connect to your SharpSpring account and in the template, connect the following fields:

  • Email Address: Select "Caller Number" from the drop-down, then type in "@donotreply.com"
  • Last Name: Caller Name
  • City: Caller City
  • Country: Caller Country
  • State: Caller State
  • Phone Number: Caller Number
  • Lead ID: Lead ID
  • Source: Source
  • Medium: Medium
  • Campaign: Campaign
  • Content: Content
  • Keyword: Keyword
  • Call Recording URL: Play Recording URL
  • Lead Page: Lead URL
  • Landing Page: Landing URL

Full Template WC to Sharp Spring

Click "Continue" and send a test to SharpSpring. When the Zap is successful, click "Finish", give your Zap a name and turn your Zap on.

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