1.Detect new lead from WhatConverts
Integrate WhatConverts, call tracking tools, and intake context to capture attribution payloads and call details when a new lead arrives.
Create call attribution records in CRM for inbound leads
Automatically monitor incoming tracked calls and appointments for new lead across WhatConverts and Salesforce. Create and update when tracked call starts, appointment booked, or attribution payload changesβso you can create call attribution records, link call entries, and clean attribution fields without manual CRM entry.
How this automation creates accurate call attribution records
When tracked inbound calls or appointments generate new leads, manual CRM data entry can delay attribution and reporting. This automation captures lead attribution payloads, normalizes fields, and creates call attribution and linked call entries in Salesforceβso your team has clean CRM records for intake and marketing reporting.
WhatConvertsor swap with your favorite app
2.Normalize attribution data
Integrate Formatter by Zapier, phone normalization tools, and UTM cleanup rules to standardize phone and attribution fields for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Create call attribution record
Integrate Salesforce and CRM data mapping tools to create call attribution records with source fields, recording URL, and duration.
Salesforceor swap with your favorite app
4.Create linked call entry
Integrate Salesforce and CRM record linking to create linked call entry records and connect them to the new attribution record.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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