Send Web Forms and Chats to SharpSpring - Help Center

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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".

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Field Mapping

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:

Mapped Fields Email Address

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.

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.

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”.

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.

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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