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Help Center Integrations Zapier

Connecting to Zapier


Before 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 and Make a Zap. From this page you will see Choose App & Event with a search box below it, in the search box type WhatConverts. Then select the "WhatConverts" application.

2Choose Trigger Event of "New Lead". Click "Continue".

New Lead in WhatConverts Zapier

3 On the Choose Account page click "Sign in to WhatConverts".

Sign in to WhatConverts

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:

Profile Level

  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.

Master Account Level

  1. Log in to your WhatConverts account. Click "Master Account" to open your Master Account 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

6You will now see your WhatConverts account listed under the Choose Account menu. Select the account and click "Continue".

7On the Customize Lead page, select "Yes" for all of the Lead Types you would like WhatConverts to pass to the application you're connecting to. On the last drop down menu, select the WhatConverts profile you would like to connect to. Click "Continue".

Customize incoming lead from WhatConverts in Zapier

7Click "Test & Review" to pull in sample leads from WhatConverts to set up your connection. To view your lead, click the grey down arrow. Select the radio button next to the lead and click "Done Editing".

Zapier setup

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Whatconverts Features for your Business
Email Notification Qualification
Lead Management Email Notification Qualification

Within the email, simply click “Yes” or “No” to answer whether or not the lead is quotable.

Call Tracking Options
Lead Tracking Call Tracking Options

Choose one of three strategies for your call tracking software.

Monthly Summary Marketing Report
Analytics & Insights Monthly Summary Marketing Report

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

White Label Lead Management
Lead Management White Label Lead Management

White label lead management gives your agency a better chance to retain clients, attract new clients, and maximize your value.

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