Schedule Demo
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
    Landing Pages & Site Builders Wix

    Last update on March 25, 2020

    Wix
    Forms Formidable Forms

    Last update on May 6, 2022

    Formidable Forms
    Forms Justuno

    Last update on July 6, 2021

    Justuno
    Help Center Integrations Zapier

    Connecting to Zapier


    New Dashboard
    Legacy Dashboard

    Master Account Level Zapier Connection

    1Log into your WhatConverts Master Account. Click the "Master Account" Icon and select "Master Integrations".

    Master account master integrations

    2In the Zapier Module, click "Connect". Click the orange "+ Add Connection" button.

    3If you are logged into Zapier, you will be prompted to authorize your WhatConverts connection. When prompted, click "Authorize".
    Authorize the Zapier connection with WhatConverts

    You will now be able to use any profile under your Master Account in integrations in Zapier.

    Profile Level Zapier Connection

    1Log into your WhatConverts profile you want to connect to Zapier. Click "Tracking" in the top menu and select "Integrations".

    2Click the "Automation" tab. In the Zapier Module, click "Connect".
    Click to the Automation Tab
    Click the orange "+ Add Connection" button.

    3If you are logged into Zapier, you will be prompted to authorize your WhatConverts connection. When prompted, click "Authorize".
    Authorize the Zapier connection with WhatConverts

    You will now be able to use any profile for integrations in 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

    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
    Report Builder
    Analytics & Insights Report Builder

    Create, save and send unique reports that suit the needs of your business.

    Filter/Group by Source & Medium
    Lead Management Filter/Group by Source & Medium

    Filtering and grouping tools allow you to examine a subset of leads from specific campaigns, sources or marketing channels.

    Leads by Ad & Content
    Analytics & Insights Leads by Ad & Content

    Track the content and ads that drive your leads to convert.

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

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

    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 Customerly

      Last update on June 19, 2020

      Customerly
      Ad Platforms New Google Analytics 4.0

      Last update on April 6, 2021

      New Google Analytics 4.0
      Ecommerce Squarespace

      Last update on March 25, 2020

      Squarespace
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support
      G2 Users Love Us Badge
      G2 Users Most Likely to Recommend Badge
      G2 High Performer Small Business Badge
      G2 High Performer Badge
      G2 High Performer Europe Badge