Integrations

  1. Help Center
  2. Integrations
  3. Zapier
  4. Connecting to 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.

1 Head 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 copy and paste WhatConverts. Then select the “WhatConverts” application from the drop down.

Choose Trigger App

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

Choose Trigger

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

Connect an Account

4 This 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” then click on “API Keys” from the drop down menu.
  3. Click on “Add API Key“.
  4. Your API key will be generated and appear on the page.

Agency Plan

  1. Log in to your WhatConverts account then select “Integrations” and click on “API Keys” from the drop down menu.
  2. Click on “Add API Key“.
  3. Your API key will be generated and appear on the page.

5 Once you have generated the API Token and API Secret, copy and paste the values into the corresponding boxes in 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