How to connect Upcall + WhatConverts
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- New CallsTriggers when a new call has been made.Trigger
- New Contacts CreatedTriggers when a new contact is added to your Upcall campaign. Useful if other sources point to Upcall.Trigger
- New ResultsTriggers when new answers were collected during a call (appointment date, survey questions, lead details, etc).Trigger
- Add ContactAdd a Contact to a campaign and call it.Action
- Update ContactUpdate an existing Contact. For example, you can update the fields (name, email, etc.) or the status (stop calling, etc.).Action
- Find ContactFind a specific Contact by name, email address or phone number.Action
- Find or Create ContactFind or Create ContactAction
- New LeadTriggers when a new lead is received.Trigger
- WhatConverts
Triggers when a lead is updated.
Instant
Trigger
- WhatConverts
Create a new leads export.
Scheduled
Action
- WhatConverts
Create a new lead.
Scheduled
Action
- WhatConverts
Update a lead.
Scheduled
Action
- WhatConverts
Find an existing lead.
Scheduled
Action
- WhatConverts
Find or Create Lead
Scheduled
Action
- WhatConverts
Find or Create Lead
Scheduled
Action
How Upcall + WhatConverts Integrations Work
- Step 1: Authenticate Upcall and WhatConverts.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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