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WhatConverts logoWhatConverts logo
TradePortal logoTradePortal logo
WhatConverts logoWhatConverts logo

TradePortal + WhatConverts

TradePortal + WhatConverts

TradePortal + WhatConverts integrations

Add new leads to TradePortal when new leads are created in WhatConverts

Let this streamlined workflow transform the way you handle your leads. As soon as a new lead arrives in WhatConverts, this automation adds them instantly into TradePortal. Stay on top of your client management by ensuring no potential client slips through the net. Perfect for professionals wanting to optimize their lead management strategy.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is received.
    TriggerInstant
  2. automatically do this!
    Add New Lead
    Add New Lead
    Add New LeadAdd a new Customer and create a new Deal.
    ActionWrite
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More things you can do with WhatConverts and TradePortal

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

    • 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
    • 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
    • Company ID
      Required
    Trigger
    Instant
    Try It
tradeportal logo
tradeportal logo
About TradePortal
TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.
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Related categories
CRM (Customer Relationship Management)
whatconverts logo
whatconverts logo
About WhatConverts
WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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