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Help Center Integrations SharpSpring Marketing Automation Integration
Send Web Forms and Chats to SharpSpring

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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