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    Help Center Integrations SharpSpring Marketing Automation Integration

    Send Phone Call Leads to SharpSpring


    New Dashboard
    Legacy Dashboard

    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. Click "Create Zap". Select "WhatConverts" as the Trigger App and "New Lead" as the Trigger Event.

    Connect your WhatConverts account to Zapier or select your WhatConverts profile. Click "Continue".

    On the Set up trigger page, select "Yes" only for one Phone Call lead type you would like to send to SharpSpring. Select your profile from the drop down and click "Continue".

    Important: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    • Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
    • Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
    • Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

    Select "Test trigger". Select a lead from the drop-down and click "Continue".

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

    3Select "SharpSpring" as the Action App and "Create/Update Contact" as the Action Event. 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

    Set up phone call lead to go to SharpSpring

    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.

    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

    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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