Birdeye + WhatConverts

Create new leads in WhatConverts for each new lead in Birdeye

Streamline your lead management process with this automation. When a new lead is identified in Birdeye, this workflow instantly creates a corresponding lead in WhatConverts. Save time and ensure accurate lead tracking by having your systems seamlessly work together, enhancing your sales efficiency and effectiveness.

When this happens...
New Contact
Triggers when a new contact created
TriggerInstant
automatically do this!
Create Lead
Create a new lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Business numberRequired
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business numberRequired
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It

New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It

- Parent Business NumberRequired
Trigger
Instant
Try It
- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write
- 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
- 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
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

- Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
- CRM Name
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
- Parent Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write
- 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
- ProfileRequired
- Lead ID
- Lead TypeRequired
- 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
Action
Search or write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more