Track call leads back to marketing sources.
Easily track existing web forms on your site.
Tie chat leads to marketing campaigns.
See all your leads and sales in one place.
Show clients exactly how well your marketing works.
See how many qualified leads your marketing department delivers.
Track marketing efforts for every franchise, all from one platform.
WhatConverts reveals which marketing campaigns are working.
See exactly where your customers are coming from.
Which marketing channels are driving new clients? Find out.
See which marketing delivers renters and buyers.
Discover how new customers find your dealership.
Create reports that show new patients vs. existing patients.
Easily separate calls from new patients vs. existing patients.
Track every new patient back to the marketing source.
See which marketing channels drive new patients.
Find out where your new students come from.
Calculate ROI from search ads, direct mailers and more.
Learn which marketing delivers the most valuable clients.
A simple way to figure out where customers come from.
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1Log into Insightly CRM. Click the "user icon" at the top right of the Insightly dashboard. Select "System Settings". On the left-hand menu, click "Objects and Fields". Click "Contacts".
2Click "Object Fields" under Object Management. Click "New Field".
3You need to create two fields. The first, select "Text" for the Field Type, click "Next". The Field Label will be "Lead ID" and the Field Name will be "LeadID". Click "Save Custom Field".
4Select "Multi-Line Text" for your second custom Field Type. The Field Label and Field Name will be "Marketing Data". Click "Save Custom Field".
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 continue to the Set up trigger page.
Connecting WhatConverts to Zapier
On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to the CRM. Select your profile from the drop down and click "Continue".
Important: 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.
Select "Test trigger". Select a lead from the drop-down and click "Continue". (If no lead is found, submit a test form or place a test call and re-test this step of your Zap.)
2Create an Action step. Select "Insightly" as your Action App. Select "Create Record" as the Action Event. Click "Continue". Connect your Insightly account; click "Continue".
Choose "Contact" as the Insightly Object.
On the Set up action page select the following:
Marketing Data: 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" then "Send Test to Insightly".
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
WhatConverts integrates with Insightly CRM to send incoming lead information and marketing data from WhatConverts directly into your CRM using Zapier.
To make integrating WhatConverts with Insightly CRM as seamless as possible, map your lead fields in WhatConverts so all of your lead data is easily passed with one Zap into Zapier. For more information on mapping your fields see: Mapping Fields
1Log into Insightly CRM. Click the "user icon" at the top right of the Insightly dashboard. Select "System Settings". On the left-hand menu, click "Objects and Fields". Click "Contacts".
2Click "Object Fields" under Object Management. Click "New Field".
3You need to create two fields. The first, select "Text" for the Field Type, click "Next". The Field Label will be "Lead ID" and the Field Name will be "Lead ID". Click "Save Custom Field".
4Select "Multi-Line Text" for your second custom Field Type. The Field Label and Field Name will be "Marketing Data". Click "Save Custom Field".
1Log into Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger. Connect your WhatConverts account and continue to the Customize Lead page.
How to connect WhatConverts with Zapier
On the Customize Lead page, select "Yes" only for the Lead Types you would like to send to the CRM. Select your profile from the drop down and click "Continue". Select "Test and Review". 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.
2Create an Action step. Select "Insightly" as your Action App. Select "Create Contact" as the Action Event. Click "Continue". Connect your Insightly account; click "Continue". On the Set up Insightly Contact page select the following:
Marketing Data: 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
Lead ID
"Lead ID"
Click "Continue" then "Send Test to Insightly".
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoSimply download only the visible columns you have pulled up in your dashboard.
Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM
We can set up the WhatConverts integration with your existing CRM.