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
Chat SnapEngage

Last update on June 19, 2020

SnapEngage
Chat Crisp

Last update on June 19, 2020

Crisp
Chat Landbot.io

Last update on June 19, 2020

Landbot.io
Help Center Integrations

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.

To integrate WhatConverts with Textline, a Zapier account is required. Click on the following for instructions on how to connect WhatConverts with Zapier.

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

2Go to Zapier and click "Make a Zap" and select "WhatConverts" as your Trigger App. Select "New Lead" and click "Save + Continue". Connect your WhatConverts account, select your profile from the drop down menu, click "Continue". On the Customize Lead section of the step, select "Yes" for "Text Messages" and choose the profile you wish to setup the Zap with. Click "Continue".

New Lead in WhatConverts for Textline

On the Find Data page, select "Test & Review". Once the test is successful, select a lead by choosing the radio button next to a lead and click "Done Editing".

3Click on "...Do This" below the WhatConverts Step to add an Action Step. Select "Textline" as your Action App. Select "Create/Update Contact" 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)

Text Template

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

4Add one more Action Step and select Textline as your Action App. Under Create, select "Import Contact Message" and click "Save + 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".

Final Step
Click "Continue". On the Send Test to Textline page, select "Test & Finish". Name and turn on your Zap.

Was this page helpful?
👍Yes
👎No
Request a Live Demo
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.

Request a Live Demo
Whatconverts Features for your Business
Web Chat Lead Reporting
Lead Tracking Web Chat Lead Reporting

Automatically track visitors back to the marketing source, medium, campaign, ad and keyword.

Full Chat Transcripts
Lead Tracking Full Chat Transcripts

See the full chat transcript alongside lead details, instantly.

Chat Tracking in Google Analytics
Lead Tracking Chat Tracking in Google Analytics

Automatically send chat events to Google Analytics to define conversion funnels.

Add Marketing Data to Chat
Lead Tracking Add Marketing Data to Chat

WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.

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
Chat Olark

Last update on June 19, 2020

Olark
Chat SnapEngage

Last update on June 19, 2020

SnapEngage
Chat Landbot.io

Last update on June 19, 2020

Landbot.io
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support