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“.
3 On the Choose Account page click “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:
Plus Plan
- 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.
- Select “Integrations“. Click “API Keys“.
- Click on “Add API Key“.
- Your API Token will be generated and appear on the page. Click the “lock” icon to reveal the API Secret.
Agency Plan
- Log in to your WhatConverts account. Click “Agency” to open your Agency Menu. Select “Integrations” and “API Keys“.
- Click on “Add API Key“.
- 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“.
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“.
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“.
