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    Help Center Integrations SharpSpring Marketing Automation Integration

    Send Web Forms and Chats to SharpSpring


    New Dashboard
    Legacy Dashboard

    1Add custom fields to your SharpSpring account. Complete Step 1 from the article "Send Phone Call Leads to SharpSpring".

    2Go to Zapier and click "Create Zap". Select "WhatConverts" as the Trigger App and "New Lead" as the Trigger Event. Click "Continue".

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

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

    On the Set up trigger page, select "Yes" for Web Forms and Chats (completed). Select your WhatConverts profile from the final drop down. Continue through, select "Test trigger". Select a lead from the drop-down and click "Continue".

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

    3Select "SharpSpring" as your Action App and "Create/Update Lead" as your Action Event. Connect to your SharpSpring account and in the template, connect the following fields:

      Email Address: Select "Mapped Fields Email Address" from the drop-down, your email address field may look differently than shown below.
      Last Name: Full Name (If you have mapped your fields, use Mapped Fields Contact Name)
      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

    Note: Your forms may have different field names than shown below. If so, match your fields from the WhatConverts Trigger Step to your Template.

    Set up SharpSpring to capture forms and chats

    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

    1Add custom fields to your SharpSpring account. Complete Step 1 from the article "Send Phone Call Leads to 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. For this integration, you will want to submit a Web Form test or begin a new Chat.

    Test WhatConverts

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

    Select the “Only Continue if…” option and click “Save + Continue. Set the first field to “Lead Type”, the second field to “(Text) Contains” and the last field to “Form”. Click "+ Or" set the first field to “Lead Type”, the second field to “(Text) Contains” and the last field to “chat” “Test & Continue”.

    Web Form Filter

    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 "Email Address" from the drop-down, your email address field may look differently than shown below.
    • Last Name: Full Name.
    • 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

    Note: Your forms may have different field names than shown below. If so, match your fields from the WhatConverts Trigger Step to your Template.

    Web Form Template to send 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.

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