HubSpot CRM Integration

Note: We recommend Mapping Your Lead Data Fields prior to setting up your CRM Integration.

1Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger Event. Connect your WhatConverts account and click "Continue".

How to connect WhatConverts with Zapier

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On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to Hubspot CRM. Select your profile from the drop down and click "Continue".

Select "Test Trigger". Once the test is successful and you are satisfied with the lead, click "Continue".

Note: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

• Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
• Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
• Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

2Add "HubSpot" as the Action App and "Create Contact" as the Action Event. Connect your HubSpot account and click "Continue". To set up the template, match the fields with available fields from your WhatConverts leads.

• Contact Information: First Name: "Mapped Fields Contact Name"
• Contact Information: Last Name: "Mapped Fields Contact Name"
• Contact Information: Email: "Mapped Fields Email"
• Contact Information: Phone Number: "Mapped Fields Phone Number"
• Contact Information: City: "Caller City"
• Contact Information: State/Region: "Caller State"
• Contact Information: Country/Region: "Caller State"

Contact Information: Message: Type in the following then choose the counterpart from the drop down

Source

• : "

Source

• "

Medium

• : "

Medium

• "

Campaign

• : "

Campaign

• "

Content

• : "

Content

• "

Keyword

• : "

Keyword

• "

Landing Page

• : "

Landing URL

• "

Lead Page

• : "

Lead URL

"

Click "Continue" and "Test Trigger". Turn your Zap "On".

If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com