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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.
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.
3Click the "+" icon between your Trigger and Action Steps and add a Filter.
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”.
4Add the Action Step and select "SharpSpring" as your Action App. Connect to your SharpSpring account and in the template, connect the following fields:
Note: Your forms may have different field names than shown below. If so, match your fields from the WhatConverts Trigger Step to your Template.
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.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Request a Live DemoTracking your iframe forms in Google Analytics is important to make sure that you are attributing your conversion goals correctly.
See which source and medium brings your buyers to your site.
As leads come in, they appear in your Leads Dashboard in WhatConverts where you can qualify and add sales value.