Sending Phone Call Leads to Salesforce

Any data that comes through WhatConverts can be connected to Salesforce using Zapier.

1Go to Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger Event. Connect your WhatConverts account and click "Continue".

Note: To connect your WhatConverts account, click on the following for instructions on how to connect WhatConverts with Zapier.

2On the Set up trigger page, select "Yes" for Phone Calls (completed) and set all other fields to "No". In the final drop-down menu, select the WhatConverts Profile you would like to integrate with Salesforce and click "Continue".

3Visit your website and make a new test call to a WhatConverts tracking number.

4Go back to Zapier and click "Test trigger" to receive the phone call lead from WhatConverts. Review the Lead Data and click "Continue".

5Select "Salesforce" as your Action App and "Create Lead" as your Action Event. Click "Continue".

6Choose or connect your Salesforce account. Click "Continue".

7On the Set up action page, you will see multiple information fields listed. Match the WhatConverts data from the Trigger Step with Salesforce input fields.

Select the following on the Set up action page:

• Last Name: "Caller Name"
• Company: "Caller Name"
• City: "Caller City"
• Country: "Caller Country"
• Phone: "Caller Number"
• State/Province: "Caller State"
• Zip: "Caller Zip"

Description: Type in the following then choose the counterpart from the drop down.

• Source: "Source"
• Medium: "Medium"
• Campaign: "Campaign"
• Content: "Content"
• Keyword: "Keyword"
• Landing Page: "Landing URL"
• Lead Page: "Lead URL"

Click "Continue".

8On the Send Lead to Salesforce page, review the data being sent to Salesforce and click "Test & Continue". Turn the Zap "On".

If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]