WhatConverts
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    Help Center Integrations Zapier

    Connecting to Zapier


    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".

    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 the orange "+ Add Connection" button.

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

    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

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    Whatconverts Features for your Business
    Saved Reports
    Analytics & Insights Saved Reports

    Save the customized reports you create and use them again and again.

    Easy Lead Export
    Analytics & Insights Export Leads Instantly

    Export all your leads in real time, right from the WhatConverts Dashboard.

    Campaign Lead Qualification
    Lead Management Campaign Lead Qualification

    Quickly qualify up to 50 leads in just 15 minutes.

    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.

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