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PipelineDeals is a sales management software and CRM.

Integrating your PipelineDeals CRM with WhatConverts gives you a better understanding of your company's incoming leads. Traditionally, a lead can be manually inputted into your CRM software or automatically updated from incoming calls, form submissions or chats. With WhatConverts, you get that information and more all sent directly into your CRM to show you where your customer was on your page, what marketing brought them to you initially and provide chat transcripts (for web chats) and call recordings - not only helping you manage your incoming leads, but also have the information at hand for what the customer was viewing on your site or what marketing materials prompted them to reach out.

WhatConverts can update sales value information from your leads in PipelineDeals to give you a clear picture of how your marketing efforts are performing and which channels could use some help.

WhatConverts answers your conversion questions including:

  • What marketing inspired a customer to reach out?
  • Are the leads coming into my business leading to sales?
  • When a customer fills out a form, is that a “good” lead?

With WhatConverts, we allow you to see what marketing converts, whether they call, chat or begin the sales journey with a form submission; we track those conversions and sales back to the marketing responsible, giving you the complete marketing picture.

Create New Contacts or Deals In PipelineDeals from leads received from:

  • Phone Calls
  • Web Form Submissions
  • Web Chat

Update your Marketing Leads from PipelineDeals in WhatConverts:

  • Quote (Deal) value
  • Sales (Deal) value

See Marketing Source and Medium Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

See Marketing Campaign and Keyword Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

More information on how to integrate with PipelineDeals.

PipelineDeals Integration

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Whatconverts Features for your Business
Call Flows - Simultaneous Dialing
Lead Tracking Call Flows - Multi-Ring (Simultaneous) Dialing

Route calls to multiple destination numbers at once using multi-ring functionality.

Call Flows - Scheduled Hours and Holiday Routing
Lead Tracking Call Flows - Scheduled Hours and Holiday Routing

Reroute calls that occur outside your active business times.

Call Flows - Geographic Call Routing
Lead Tracking Call Flows - Geographic Call Routing

All incoming calls will be directed to the business location closest to the caller.

Port Your Numbers
Lead Tracking Port Your Numbers

Don't worry about losing your phone numbers; Port current phone numbers at no charge.

Recommended Help Topics
Help Document Introduction to WhatConverts

Last update on July 26, 2022

Getting Started
Help Document Adding Custom Fields

Last update on August 15, 2022

Lead Management and Reporting
Help Document LeadsBridge Integration

Last update on August 29, 2022

Integrations
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