☎️ WhatConverts
WhatConverts is a lead tracking and reporting platform that helps businesses see where their leads come from and understand which marketing efforts work best.
API and Data Access
Requires WhatConverts Pro plan subscription to pull data
API limits fetchable records to 20,000; it may affect longer date ranges
Click here to view all available WhatConverts metrics and learn what's possible with the integration!
🔌 Connect WhatConverts
To avoid a failed connection or error when integrating WhatConverts to a Client, the person connecting must have:
A WhatConverts API token
And a WhatConverts API secret key
If the above requirements are met, simply follow these steps to connect:
Open the Client where you'd like to connect WhatConverts, then click the Data Sources tab at the top.
Click the blue Connect Data Source button in the upper right corner of the page.
Search for WhatConverts in the search bar at the top, then click the WhatConverts card.
Click Connect New Account to launch the authorization window.
Enter the WhatConverts Token & Secret for the account you wish to connect to, then select Save at the bottom left.
❓ WhatConverts FAQ
How do I view WhatConverts Custom Fields data?
To view Custom Fields data, hover over the sidebar on the left and click Call Tracking. On the WhatConverts prebuilt dashboard, scroll down to the table widget at the bottom of the page. From here, click on the date for the desired call. Then a slideout will open in the right side of the screen, displaying multiple information from the WhatConverts Custom Field section, as well as from the Field Mapping and Lead Intelligence sections.
How do I add WhatConverts Custom Fields data to a dashboard/report?
In order to add WhatConverts Custom Fields data to a dashboard/report, you can create a table widget for Custom Fields. Then you can select in the desired information on the Custom Field filter.
Can I add the data from the Custom Fields slideout to my dashboards/reports?
No. At the moment this data is only available within the interface in the WhatConverts integration dashboard.
Can I connect a WhatConverts sub-account?
Yes! You can connect individual WhatConverts profiles by generating an API key for that profile and entering that as the API token.
Why am I seeing an error message on my WhatConverts widgets?
Some WhatConverts subscriptions have API limitations that affect how much data can be shared daily via the API. When requests are exceeded, the error below will display on widgets until the limits reset for the following day.
{"error_message": "Total request exceeded for the day." }
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄