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WhatConverts + Zotabox

Create new WhatConverts leads from new Zotabox form submissions

Efficiently manage and grow your sales pipeline with this helpful workflow. When a new form submission is received in Zotabox, a lead is immediately created on WhatConverts. This process not only helps you reduce manual data entry but also ensures every potential customer is tracked to help you make informed sales decisions. Seamlessly connect your digital marketing efforts with your sales strategy and boost your business growth.

Efficiently manage and grow your sales pipeline with this helpful workflow. When a new form submission is received in Zotabox, a lead is immediately created on WhatConverts. This process not only helps you reduce manual data entry but also ensures every potential customer is tracked to help you make informed sales decisions. Seamlessly connect your digital marketing efforts with your sales strategy and boost your business growth.

  1. When this happens...
    ZotaboxZotabox
    New Form Submission

    Triggers when client submit a form.

    TriggerInstant
  2. automatically do this!
    WhatConvertsWhatConverts
    Create Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Domain

    • Source

    Trigger
    Instant
    Try It

    • 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

    • Domain

    • Source

    Trigger
    Instant
    Try It

    • 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
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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)

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

About Zotabox

Zotabox Marketing Tools.

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