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Salesforce is the world's #1 CRM platform and WhatConverts integrates with the platform to send your incoming phone calls, forms and chats directly into your Salesforce dashboard. With WhatConverts' Salesforce integration, you are not only getting the contact information of your incoming leads, but you are also receiving the marketing data that drove them to call, chat or submit a form, allowing you to see the full picture of your sales funnel and provide a way to tie back your marketing efforts to conversions.

Create New Contacts in Salesforce from leads received from:

  • Phone Calls
  • Web Form Submissions
  • Web Chats

More information on how to integrate with Salesforce.

Salesforce Integration

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Whatconverts Features for your Business
CRM Lead Qualification
Lead Management CRM Lead Qualification

We can set up the WhatConverts integration with your existing CRM.

Export Current Data Set
Lead Management Export Current Data Set

Simply download only the visible columns you have pulled up in your dashboard.

Export All Data
Lead Management Export All Data

Download or send your entire data set with one click.

CRM Lead Valuation
Lead Management CRM Lead Valuation

Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM

Recommended Help Topics
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Help Document Salesforce Integration

Last update on December 7, 2020

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