WhatConverts
Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

    Related Integrations
    Reporting Google Looker Studio

    Last update on July 28, 2023

    Google Looker Studio
    CRMs OnePageCRM

    Last update on November 17, 2022

    OnePageCRM
    Chat Re:amaze

    Last update on July 22, 2022

    Re:amaze
    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.

    Was this page helpful?
    👍Yes
    👎No
    Get a FREE presentation of WhatConverts

    One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

    Schedule a Demo
    Whatconverts Features for your Business
    Filter Leads by Source and Medium
    Lead Management Filter Leads by Source and Medium

    Sort and filter leads so you can easily see which marketing is driving conversions.

    Monthly Summary Marketing Report
    Analytics & Insights Monthly Summary Marketing Report

    Distills marketing efforts into a lead-based report that is easy to understand.

    Append Marketing Data (WordPress)
    Lead Tracking Append Marketing Data (WordPress)

    Get email notifications for form submissions and online orders, with marketing data attached.

    Leads by Campaign & Keyword
    Analytics & Insights Leads by Campaign & Keyword

    Optimize PPC efforts with campaign and keyword tracking for every conversion.

    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

      Related Integrations
      Ad Platforms Google Ads

      Last update on June 7, 2023

      Google Ads
      Landing Pages & Site Builders Landingi

      Last update on July 22, 2022

      Landingi
      Landing Pages & Site Builders Wix

      Last update on July 22, 2022

      Wix
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support
      G2 Users Love Us Badge
      G2 High Performer Badge
      G2 High Performer Small Business Badge
      G2 Momentum Leader Badge
      G2 High Performer Europe Badge