Salesforce + WhatConverts

Create new Salesforce leads from WhatConverts new leads

Efficiently manage your leads with this powerful automation that connects WhatConverts and Salesforce. When new leads are captured in WhatConverts, this workflow will instantly create a lead in Salesforce, ensuring that your sales team can quickly follow up and convert prospects into customers. Stay organized and boost your sales processes with this seamless lead tracking integration.

Efficiently manage your leads with this powerful automation that connects WhatConverts and Salesforce. When new leads are captured in WhatConverts, this workflow will instantly create a lead in Salesforce, ensuring that your sales team can quickly follow up and convert prospects into customers. Stay organized and boost your sales processes with this seamless lead tracking integration.

  1. When this happens...
    WhatConvertsWhatConverts
    New Lead

    Triggers when a new lead is received.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)Required

    • Phone Calls (In Progress)Required

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)Required

    • EmailsRequired

    • AppointmentRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • Profile

    • Account

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    Action
    Write
    • Lead IDRequired

    • Quotable

    • Quote Value

    • Sales Value

    • Lead Page

    • Additional Fields

    Action
    Write
    • ProfileRequired

    • Lead ID

    • Lead TypeRequired

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Caller Number

    • Email Address

    • User ID

    • Spam

    • Duplicate

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • Send Notification

    • Date & Time

    • WC Client Current

    • IP Address

    • Phone Number

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Search or write
    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)

    • Phone Calls (In Progress)

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)

    • EmailsRequired

    • AppointmentsRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • Lead TypeRequired

    • Send Notification

    • Profile

    • Date & Time

    • Quotable

    • Quote Value

    • Sales Value

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Write
    • ProfileRequired

    • Lead ID

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Caller Number

    • Email Address

    • User ID

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    Action
    Search
    • ProfileRequired

    • Lead TypeRequired

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Spam

    • Duplicate

    • Send Notification

    • Date & Time

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Search or write
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
whatconverts logo
whatconverts logo

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier