Textline Integration

Textline is a CRM service that allows businesses to receive, respond and allocate text messages to agents. WhatConverts uses Zapier to integrate with Textline. Learn how to connect WhatConverts with Zapier.

Note: To integrate with Textline, you'll need to have text message tracking in WhatConverts enabled. To enable text tracking, navigate to the Profile page. From the Tracking menu at the top of the page, select "Calls" and then "Phone Numbers". Click the pencil icon to the right of each phone number you'd like to track. Scroll down to Track Text Messages and switch the toggle on. Additional fees apply.

1Send a Text Message to one of your WhatConverts tracking numbers to get a test Text Message Lead.

2Go to Zapier and click "Create Zap" and select "WhatConverts" as your Trigger App. Select "New Lead" as your Trigger Event and click "Continue". Connect your WhatConverts account, select your profile from the drop down menu, click "Continue".

On the Set up trigger page, select "Yes" for "Text Messages" and choose the profile you wish to setup the Zap with. Click "Continue".

On the Test Trigger page, select "Test Trigger". Once the test is successful, select a lead and click "Continue".

3Select "Textline" as your Action App. Select "Create/Update Contact" as your Action Event and click "Continue". Connect your Textline account and set up the template with the following:

Phone Number: Caller Number

Name: Caller Name

Notes: Source, Medium, Campaign, Keyword Lead URL, Landing Page URL and Lead ID (All as formatted below)

You can test your step, then click "Continue".

4Add one more Action Step and select "Textline" as your Action App and "Import Contact Message" as your Action Event. Click "Continue". Connect your Textline account and set up the template.

Phone Number: Select Step 3 (Create/Update Contact), Select "Contact Phone Number"

Department: Select the Textline Number/Department the lead is being sent to.

Message Body: Select Step 1 (New Lead), Select "Message".

Click "Continue". On the Test Action page, select "Test & Continue". Confirm the SMS was sent to the correct department in Textline. Turn the Zap "On".

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com