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Connecting to Zapier

BeforeĀ using either a WhatConverts trigger or action in Zapier, you must first connect your WhatConverts account. To do that follow the steps outlined below.

1Head over to Zapier to begin making a Zap. From this page you will see Choose a Trigger App with a search box below it, in the search box type WhatConverts. Then select the “WhatConverts” application from the drop down.

Choose Trigger App

2On the Choose Trigger page you will be prompted to select what will trigger this Zap. For this example we will select “New Lead“. Click “Save + Continue“.

Choose Trigger

3 On the Select WhatConverts Account page click “Connect an Account“.

Connect an Account

4This will bring up a new window to Allow Zapier to access your WhatConverts Account where you will add the API Token and API Secret from your WhatConverts account. To find these values please follow the steps below based on your plan type:

Plus Plan

  1. Log in to your WhatConverts account then “Select a Profile” in your account. If you have only one profile in your account it will be automatically selected.
  2. Select “Integrations“. Click “API Keys“.
  3. Click on “Add API Key“.
  4. Your API Token will be generated and appear on the page. Click the “lock” icon to reveal the API Secret.

Agency Plan

  1. Log in to your WhatConverts account. Click “Agency” to open your Agency Menu. Select “Integrations” and “API Keys“.
  2. Click on “Add API Key“.
  3. Your API Token will be generated and appear on the page. Click the “lock” icon to reveal the API Secret.

5Copy and paste the values into the corresponding boxes in the Allow Zapier to access your WhatConverts Account window then click on “Yes, Continue“.

Enter API Token and Secret

6 You will now see the account listed on the Select WhatConverts Account page. Click on “Test” to make sure everything is connected correctly. If everything has been setup correctly the button will change to “Success!” when clicked. Next click on “Save + Continue“.

Test Connection