Send Phone Call Leads to SharpSpring

Send phone call leads from WhatConverts to SharpSpring using Zapier.

Before You Begin

Make sure you have:

• A SharpSpring account with access to create custom fields
• A Zapier account

Add Custom Fields to SharpSpring

1. Log in to your SharpSpring account.
2. Click "Settings" and select "Customize Fields" from the left menu.
3. Click the "+ Add Field" button at the top of the page.
4. Select "Lead Field" as the field type.
5. Create the following custom fields: Call Recording URL, Campaign, Content, Keyword, Landing Page, Lead ID, Lead Page, Medium, and Source.
6. For each field, make sure to select the "Visible in Contact Manager" checkbox and choose "Text Input" as the Field Type.
7. Click "Save" for each field.

Set Up the Zapier Workflow

1. Go to Zapier and click "Create Zap".
2. Select "WhatConverts" as your Trigger App.
3. Choose "New Lead" as your Trigger Event and click "Continue".
4. Connect your WhatConverts account to Zapier or select your existing connection.
5. Click "Continue".

Configure the Trigger

1. On the Set up trigger page, select "Yes" only for one Phone Call lead type you would like to send to SharpSpring.
2. Select your WhatConverts profile from the dropdown.
3. Click "Continue".
4. Click "Test trigger" and select a recent phone call lead to test with.
5. Click "Continue".

Connect SharpSpring

1. Select "SharpSpring" as your Action App.
2. Choose "Create/Update Lead" as your Action Event and click "Continue".
3. Connect your SharpSpring account to Zapier or select your existing connection.
4. Map the following fields from WhatConverts to SharpSpring:
   • Email Address: Mapped Fields Email Address (or your email field name)
   • Last Name: Full Name (or Mapped Fields Contact Name if using field mapping)
   • 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
5. Click "Continue".

Test and Activate Your Workflow

1. Click "Test action" to send a test lead to SharpSpring.
2. Verify the test was successful.
3. Click "Publish".

Related Topics

• Send Web Form and Chat Leads to SharpSpring
• Connect WhatConverts to Zapier