Convert Builder + WhatConverts Integration

Connect Convert Builder to WhatConverts - Automate your workflows in 1-click

Set up Convert Builder automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of WhatConverts automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Convert Builder + WhatConverts integration.
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Convert Builder + WhatConverts Integration

Create WhatConverts contact from new Convert Builder order

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convert Builder with WhatConverts? This integration will allow you to automatically create a contact for each new order in WhatConverts.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Convert Builder + WhatConverts Integration

Create WhatConverts contact for new Convert Builder form submission

When someone completes your Convert Builder, a new contact is automatically created in your WhatConverts. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convert Builder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convert Builder - WhatConverts integration set up makes it easy to manage your customer relationships and grow your business.
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WhatConverts + Convert Builder Integration

Create Convert Builder contact for new WhatConverts contact

If you're using WhatConverts to manage your sales leads, it's important to also use Convert Builder to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in WhatConverts, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + WhatConverts Integration

Create WhatConverts contact for new Convert Builder contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new WhatConverts contact and Convert Builder contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Convert Builder + WhatConverts Integration
1.
  • Convert Builder
    Form response is created in Convert Builder

    Triggers the automation when a form is filled

    Instant
  • Convert Builder
    Order is created in Convert Builder

    Triggers the automation when a new order is created

    Instant
  • Convert Builder
    Order is updated in Convert Builder

    Triggers the automation when any order is updated

    Instant
  • Convert Builder
    Product is created in Convert Builder

    Triggers the automation when a new product is created

    Instant
  • Convert Builder
    Product is updated in Convert Builder

    Triggers the automation when a product is updated

    Instant
  • Convert Builder
    Booking is created in Convert Builder

    Triggers the automation when a new booking is created

    Instant
  • Convert Builder
    Contact is created or updated in Convert Builder

    Triggers the automation when a contact is created or updated

    Instant
  • WhatConverts
    Lead is created in WhatConverts

    Triggers the automation when a new lead is added to the system

    Instant
  • WhatConverts
    Lead is updated in WhatConverts

    Triggers the automation when any lead is updated

    Instant
2.
  • Convert Builder
    Create contact in Convert Builder

    Adds a new contact to the database

  • Convert Builder
    Delete contact in Convert Builder

    Removes a contact from the address book

  • Convert Builder
    Update product in Convert Builder

    Updates product information

  • Convert Builder
    Search contact in Convert Builder

    Finds and retrieves contact information

  • Convert Builder
    Update contact in Convert Builder

    Updates contact information with new details

  • Convert Builder
    Create product in Convert Builder

    Generates and launch new products

  • Convert Builder
    Create member in Convert Builder

    Adds a new member to the system

  • Convert Builder
    Delete member in Convert Builder

    Removes a member from the system

  • Convert Builder
    Update member in Convert Builder

    Updates a member's information

  • Convert Builder
    Search product in Convert Builder

    Searches for a product

  • Convert Builder
    Create member group in Convert Builder

    Creates a new group of members

  • Convert Builder
    Update member group in Convert Builder

    Updates the particular member group

  • Convert Builder
    Delete member group in Convert Builder

    Deletes a member group

  • WhatConverts
    Create lead in WhatConverts

    Generates new leads for potential customers

  • WhatConverts
    Update lead in WhatConverts

    Updates the lead information

  • WhatConverts
    Search lead in WhatConverts

    Retrieves information for a particular lead

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