Pipeliner Cloud + WhatConverts

Create new leads in Pipeliner Cloud from new leads detected in WhatConverts

This workflow sparks into action when there's a new lead in WhatConverts. It promptly creates a new lead in the Pipeliner Cloud, ensuring you don't miss out on any potential customer engagements. With this automation, you save time and maintain consistency, keeping your leads up-to-date across both platforms.

This workflow sparks into action when there's a new lead in WhatConverts. It promptly creates a new lead in the Pipeliner Cloud, ensuring you don't miss out on any potential customer engagements. With this automation, you save time and maintain consistency, keeping your leads up-to-date across both platforms.

  1. When this happens...
    WhatConvertsWhatConverts
    New Lead

    Triggers when a new lead is received.

    TriggerInstant
  2. automatically do this!
    Pipeliner CloudPipeliner Cloud
    Create Lead

    Create a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    • 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

    • Caller City

    • Caller Zip

    • Caller State

    • Caller 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
    • 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

    • 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

    • Caller City

    • Caller Zip

    • Caller State

    • Caller 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
    • ProfileRequired

    • Lead TypeRequired

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Spam

    • Duplicate

    • Send Notification

    • Date & Time

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • 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

    • Caller City

    • Caller Zip

    • Caller State

    • Caller 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
pipeliner-cloud logo
pipeliner-cloud logo

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
whatconverts logo
whatconverts logo

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier