WhatConverts
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Textline Integration

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)

Text Template

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".

Textline Send SMS

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 us here: Contact WhatConverts Support or email support@whatconverts.com

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.

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