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Before connecting WhatConverts to Zoho CRM, you first need to create an account in Zoho and create a Zapier account, if you don't already have them.
1Go to Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger. Connect your WhatConverts account.
On the Customize Lead page, select "Yes" for the leads that you would like to send to Zoho CRM. Select your WhatConverts Profile you are integrating with Zoho CRM from the final drop down menu. Click "Continue".
On the Find Data page, click "Test & Review" to review the sample leads or click "Test & Continue" to automatically select a lead and continue through to the next step.
2Click "+" to add an Action Step. Select "Zoho CRM" as the Action App and "Create/Update Module Entry in Zoho CRM" as the Action. On the Choose Account page, select your Zoho CRM account or Link your Zoho account to Zapier. Click "Continue".
3On the Set up action page, select "Leads" from the Module drop down. Then, select a Layout from the second drop down. Once selected, the page will expand for you to begin customizing the data.
Match the Zoho CRM Lead Fields to your WhatConverts Sample Lead.
First Name: "Caller Name", "Mapped Fields First Name" or "Mapped Fields Contact Name".
Last Name: "Caller Name", "Mapped Fields Last Name" or "Mapped Fields Contact Name"
Phone: "Caller Number" or "Mapped Fields Phone Number"
City: "Caller City"
State: "Caller State"
Zip: "Caller Zip"
Country: "Caller Country"
Google Click ID(GCLID): "GCLID"
Description: Type in the following then choose the counterpart from the drop down
Click "Continue". On the Send Data page, select "Test & Continue". Turn your Zap "On" and give your Zap a name.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Request a Live DemoSimply download only the visible columns you have pulled up in your dashboard.
Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM
We can set up the WhatConverts integration with your existing CRM.