Salesforce + WhatConverts

Salesforce + WhatConverts integrations

Update leads in WhatConverts when fields on records are updated in Salesforce

Easily keep your leads up-to-date with this workflow. When a record field is updated in Salesforce, the corresponding lead in WhatConverts is immediately refreshed as well. By having this automation set up, you can ensure that all your important lead data stays accurate and current, simplifying your lead management and enhancing your business strategies.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Update LeadUpdate a lead.
ActionWrite

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More things you can do with Salesforce and WhatConverts

Discover other triggers and actions you can use with Salesforce and WhatConverts

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
  Required
- Phone Calls (In Progress)
  Required
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
  Required
- Emails
  Required
- Appointment
  Required
- Other
  Required
- Profile
  Required
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 ID
  Required
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
  Required
- 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
- Fbclid
- Fbpid
- 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
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
- Emails
  Required
- Appointments
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- Lead Type
  Required
- 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
- Fbclid
- Fbpid
- 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
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- 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

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About WhatConverts

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