Erxes + WhatConverts Integration

Q: Can I automatically create WhatConverts leads from Erxes form submissions?

Every form submission received in Erxes can automatically generate a tracked lead in WhatConverts. Start with a ready workflow in 1-click or use Integrately AI to customize your lead creation rules.

Q: Can I connect Erxes, WhatConverts, and Slack?

All three apps work together seamlessly in a single workflow on Integrately. When a customer interaction occurs in Erxes, it creates a lead in WhatConverts and posts a real-time notification to your sales channel in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Erxes and WhatConverts?

Most alternatives charge more for multi-step workflows, but Integrately offers 20 million+ ready automations, 24/5 live chat support, and 1,500+ integrations to connect Erxes and WhatConverts at a fraction of the cost.

Q: How does Erxes data sync with WhatConverts?

Customer creation and form submission events in Erxes securely trigger lead creation and updates in WhatConverts. There is a ready template — start from the Erxes and WhatConverts integration.

Q: Can I update existing WhatConverts leads when Erxes receives new messages?

Incoming customer messages in Erxes can search for and update existing lead records in WhatConverts automatically. You can start with a ready workflow to keep your pipeline records current.

Q: Do I need coding skills to automate Erxes and WhatConverts?

No coding skills are required to connect Erxes and WhatConverts. You can use ready templates or ask Integrately AI to build your exact automation workflow in plain English.

Q: Is the Erxes and WhatConverts integration free?

The Erxes and WhatConverts integration includes access to a free forever plan on Integrately, with premium features available on paid tiers.

Integrate Erxes to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture every submission, create and update leads instantly, update your tracking records, and trigger follow-up alerts automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends engagement message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sent message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant
Lead is created in WhatConverts Instant
Lead is updated in WhatConverts Instant

Create lead in WhatConverts
Update lead in WhatConverts
Search lead in WhatConverts

Trusted by experts at...

Ready Workflows for Erxes + WhatConverts Integration

Capture customer details, create leads instantly, update your records, and trigger team alerts, all in just one click.

Create WhatConverts contact for new Erxes 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 Erxes 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.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + WhatConverts flow

Capture customer submissions in Erxes, send leads to WhatConverts, and update your wider marketing and CRM stack instantly. Pick a combination and activate it in one click.

Facebook Lead Ads (5)

Google Analytics 4 (5)

Hubspot (5)

Mailchimp (5)

Slack (5)

Google Sheets (5)

When a customer is created in Erxes, create a lead in WhatConverts and create a lead in Facebook Lead Ads.

Erxes customer data flows into WhatConverts and Facebook Lead Ads the moment it arrives, eliminating manual copy-pasting.

When a form submission is received in Erxes, create a WhatConverts lead and notify your team on Facebook Lead Ads.

Form submissions trigger instant lead creation in WhatConverts while notifying your advertising channel on Facebook Lead Ads.

When a customer sends a message in Erxes, update the WhatConverts lead and log it in Facebook Lead Ads.

Incoming customer messages update WhatConverts records and refresh Facebook Lead Ads data automatically.

Use Claude to evaluate Erxes customer messages, create a WhatConverts lead, and update Facebook Lead Ads.

Claude assesses incoming Erxes messages before WhatConverts creates the lead and Facebook Lead Ads updates.

When a company is created in Erxes, create a WhatConverts lead, update Facebook Lead Ads, and notify Slack.

New company accounts in Erxes trigger WhatConverts tracking, Facebook Lead Ads updates, and a Slack team alert.

When a customer is created in Erxes, create a WhatConverts lead and log the event in Google Analytics 4.

New Erxes customers populate WhatConverts while Google Analytics 4 records the conversion event.

When a form submission is received in Erxes, create a WhatConverts lead and send an event to Google Analytics 4.

Erxes form submissions immediately generate WhatConverts leads and trigger Google Analytics 4 conversion logging.

When a customer sends a message in Erxes, update the WhatConverts lead and log interaction in Google Analytics 4.

Erxes chat interactions update WhatConverts lead stages and record engagement events in Google Analytics 4.

Use Gemini to categorise Erxes inquiries, create a WhatConverts lead, and log the event in Google Analytics 4.

Gemini categorises Erxes chats before WhatConverts creates a lead and Google Analytics 4 logs the conversion.

When a company is created in Erxes, create a WhatConverts lead, log in Google Analytics 4, and alert Slack.

New company signups in Erxes trigger WhatConverts tracking, Google Analytics 4 logging, and a Slack team notification.

When a customer is created in Erxes, create a WhatConverts lead and create a contact in Hubspot.

Erxes customer records instantly populate WhatConverts and HubSpot without manual data transfer.

When a form submission is received in Erxes, create a WhatConverts lead and update the contact in Hubspot.

Form submissions in Erxes update WhatConverts attribution and refresh HubSpot contact records.

When a customer sends a message in Erxes, update the WhatConverts lead and update the deal in Hubspot.

Incoming Erxes chat messages refresh WhatConverts lead records and update associated HubSpot deals.

Use ChatGPT to summarize Erxes inquiries, create a WhatConverts lead, and create a contact in Hubspot.

ChatGPT summarizes Erxes chat logs before WhatConverts creates a lead and HubSpot creates the contact.

When a company is created in Erxes, create a WhatConverts lead, create a HubSpot contact, and notify Slack.

New Erxes company accounts trigger WhatConverts tracking, HubSpot record creation, and a Slack channel alert.

When a customer is created in Erxes, create a WhatConverts lead and add a subscriber in Mailchimp.

New Erxes customers populate WhatConverts and subscribe to your Mailchimp mailing list automatically.

When a form submission is received in Erxes, create a WhatConverts lead and update the subscriber in Mailchimp.

Erxes form submissions update WhatConverts attribution and refresh subscriber details in Mailchimp.

When a customer sends a message in Erxes, update the WhatConverts lead and add the subscriber in Mailchimp.

Erxes chat interactions update WhatConverts lead records and add active participants to Mailchimp.

Use Claude to evaluate Erxes signups, create a WhatConverts lead, and add a subscriber in Mailchimp.

Claude reviews Erxes signups before WhatConverts logs the lead and Mailchimp adds the subscriber.

When a company is created in Erxes, create a WhatConverts lead, add a Mailchimp subscriber, and notify Slack.

New company accounts in Erxes trigger WhatConverts tracking, Mailchimp updates, and a Slack alert.

When a customer is created in Erxes, create a WhatConverts lead and notify your team on Slack.

New Erxes customers create WhatConverts leads and trigger an immediate notification in Slack.

When a form submission is received in Erxes, create a WhatConverts lead and post an update in Slack.

Erxes form submissions generate WhatConverts leads and send instant alerts to your Slack channel.

When a customer sends a message in Erxes, update the WhatConverts lead and notify your team on Slack.

Incoming chat messages update WhatConverts lead records and trigger real-time Slack notifications.

Use Gemini to analyze Erxes inquiries, create a WhatConverts lead, and alert your team in Slack.

Gemini evaluates Erxes inquiries before WhatConverts creates the lead and Slack notifies the team.

When a company is created in Erxes, create a WhatConverts lead, alert Slack, and create a HubSpot contact.

New company signups in Erxes trigger WhatConverts tracking, a Slack notification, and HubSpot contact creation.

When a customer is created in Erxes, create a WhatConverts lead and log the row in Google Sheets.

New Erxes customer records populate WhatConverts and log directly into Google Sheets.

When a form submission is received in Erxes, create a WhatConverts lead and add a Google Sheets row.

Erxes form submissions generate WhatConverts leads and record submission details in Google Sheets.

When a customer sends a message in Erxes, update the WhatConverts lead and log the row in Google Sheets.

Erxes chat interactions update WhatConverts lead records and record activity in Google Sheets.

Use Claude to extract Erxes lead details, create a WhatConverts lead, and add a Google Sheets row.

Claude extracts unstructured Erxes message data before WhatConverts logs the lead and Google Sheets updates.

When a company is created in Erxes, create a WhatConverts lead, log in Google Sheets, and notify Slack.

New Erxes company accounts trigger WhatConverts tracking, Google Sheets logging, and a Slack team alert.

Supported triggers and actions for Erxes and WhatConverts

Mix and match to build the exact automation you need

Erxes Triggers & Actions

Instant

Customer is created in Erxes

Triggers the automation when a new customer is created

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Instant

Customer is updated in Erxes

Triggers the automation when customer details are updated

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Instant

Customer is deleted in Erxes

Triggers the automation when a customer is removed from the database

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Instant

Form submission is received in Erxes

Triggers the automation when a form is filled

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Instant

Company is created in Erxes

Triggers the automation when a new company is created

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Instant

Company is updated in Erxes

Triggers the automation when a company is updated

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Instant

Company is deleted in Erxes

Triggers the automation when a company is deleted

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Instant

Admin sends engagement message in Erxes

Triggers the automation when an admin sends an engagement message to a contact

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Instant

Customer sends a message in Erxes

Triggers the automation when a customer sends a message

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Instant

Admin sent message in Erxes

Triggers the automation when the admin sends a message to someone

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Instant

Knowledge base is created in Erxes

Triggers the automation when new knowledge base is created

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Instant

Knowledge base is updated in Erxes

Triggers the automation when a knowledge base is modified

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Instant

Knowledge base is deleted in Erxes

Triggers the automation when a knowledge base is deleted

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WhatConverts Triggers & Actions

Instant

Lead is created in WhatConverts

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

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Instant

Lead is updated in WhatConverts

Triggers the automation when any lead is updated

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What can you automate with Erxes + WhatConverts?

Turn Erxes customer interactions and form submissions into actionable WhatConverts leads and automated multi-step workflows.

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🎯

Create WhatConverts leads from Erxes customers automatically

Every new customer created in Erxes generates a tracked lead in WhatConverts instantly. Eliminate manual data entry and keep your marketing attribution pipelines synchronized without touching a spreadsheet.

📋

Capture every submitted form field without manual entry

Map customer form submissions received in Erxes directly into WhatConverts lead fields. Ensure complete data capture for every inquiry, custom question, and contact detail submitted by your users.

🔔

Notify your team instantly when a new customer appears

Trigger instant team alerts in Slack or via email the moment Erxes receives a new form submission or customer message. Ensure sales reps never miss a hot prospect.

🔀

Route leads differently based on submitted form details

Evaluate incoming Erxes form data or customer criteria and route leads to different WhatConverts pipelines or team channels depending on company size, region, or service tier.

🔄

Keep lead records synchronized as customer details change

Whenever a customer profile or company record is updated in Erxes, automatically update the matching lead details in WhatConverts to maintain flawless data consistency.

🔍

Search and update existing lead records instead of creating duplicates

Search for existing leads in WhatConverts before creating new entries when Erxes receives a returning customer message. Prevent duplicate records and keep customer histories unified.

⏱️

Handle later customer lifecycle updates and milestone changes

Manage downstream lead updates when Erxes knowledge bases or customer statuses change over time. Keep your conversion tracking aligned with active customer milestones.

🔌

Extend your workflow to Slack for real-time team alerts

Combine Erxes and WhatConverts with Slack to broadcast new lead notifications and conversion milestones directly to your sales and marketing channels.

And much more...

Who is Erxes + WhatConverts integration for?

Performance marketers, sales teams, and customer success managers relying on accurate tracking can eliminate manual data entry and keep pipeline records current.

Performance marketers

Sales teams

Agency account managers

Support leads

CRM administrators

Data analysts

📈

Performance marketers

You're reviewing campaign attribution from Erxes chat interactions, but your conversion tracking sheet only updates when someone manually exports data, so the lead counts you're optimising against are always outdated — with this integration, every new customer record lands in WhatConverts instantly and your metrics stay accurate.

⚡

Sales teams

You're receiving form submissions in Erxes every day, but reps find out too late to follow up while prospects are active, so hot leads go cold before anyone reaches out — automating both apps means every inquiry creates a WhatConverts lead instantly and your team can engage right away.

🤝

Agency account managers

You're managing client acquisition campaigns through Erxes, but reporting progress to stakeholders requires hours of manual data consolidation, so clients see delayed performance updates — with this integration, every customer interaction feeds WhatConverts automatically and client reports stay fully up to date.

📥

Support leads

You're handling high volumes of Erxes customer messages, but tracking message volume alongside conversion milestones is impossible by hand, so pipeline bottlenecks go unnoticed — automating both apps means every customer thread logs a WhatConverts lead instantly and your volume trends remain visible.

🔄

CRM administrators

You're depending on upstream team members to manually log Erxes submissions into WhatConverts, but missing records create gaps in your attribution funnel, so pipeline analysis is unreliable — this integration means every new customer creation syncs directly and your CRM history stays complete.

🗂️

Data analysts

You're auditing marketing channel performance from Erxes touchpoints, but fragmented records leave blind spots in your customer journey data, so attribution models are flawed — connecting these apps means every form submission populates WhatConverts securely and your audit trails remain spotless.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Erxes + WhatConverts

Build and manage your Erxes + WhatConverts automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Erxes + WhatConverts with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Erxes to WhatConverts?

You can connect Erxes to WhatConverts in 1-click using ready automation templates on Integrately. Choose a pre-built workflow connecting Erxes, WhatConverts, and popular apps like Slack or Google Sheets, or ask Integrately AI to build the automation for you.

Can I automatically create WhatConverts leads from Erxes form submissions?

Can I connect Erxes, WhatConverts, and Slack?

What is a good Zapier alternative for Erxes and WhatConverts?

How does Erxes data sync with WhatConverts?

Can I update existing WhatConverts leads when Erxes receives new messages?

Do I need coding skills to automate Erxes and WhatConverts?

Is the Erxes and WhatConverts integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Erxes or WhatConverts With 1500+ Other Apps

Popular Erxes Integrations

Connect Erxes to CRMs, email tools, and messaging platforms to manage customer conversations and follow-ups.

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Erxes Integrations

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Popular WhatConverts Integrations

Sync WhatConverts with reporting dashboards, billing systems, and ad platforms to track channel performance across your stack.

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WhatConverts Integrations

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Erxes + WhatConverts Integration

Integrate Erxes to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture every submission, create and update leads instantly, update your tracking records, and trigger follow-up alerts automatically.

Trusted by experts at...

Ready Workflows for Erxes + WhatConverts Integration

Capture customer details, create leads instantly, update your records, and trigger team alerts, all in just one click.

Create WhatConverts contact for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + WhatConverts flow

Capture customer submissions in Erxes, send leads to WhatConverts, and update your wider marketing and CRM stack instantly. Pick a combination and activate it in one click.

Supported triggers and actions for Erxes and WhatConverts

Mix and match to build the exact automation you need

What can you automate with Erxes + WhatConverts?

Turn Erxes customer interactions and form submissions into actionable WhatConverts leads and automated multi-step workflows.

Who is Erxes + WhatConverts integration for?

Performance marketers, sales teams, and customer success managers relying on accurate tracking can eliminate manual data entry and keep pipeline records current.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Erxes + WhatConverts

Build and manage your Erxes + WhatConverts automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Erxes or WhatConverts With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Erxes + WhatConverts Integration

Integrate Erxes to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture every submission, create and update leads instantly, update your tracking records, and trigger follow-up alerts automatically.

Trusted by experts at...

Ready Workflows for Erxes + WhatConverts Integration

Capture customer details, create leads instantly, update your records, and trigger team alerts, all in just one click.

Create WhatConverts contact for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + WhatConverts flow

Capture customer submissions in Erxes, send leads to WhatConverts, and update your wider marketing and CRM stack instantly. Pick a combination and activate it in one click.

Supported triggers and actions for Erxes and WhatConverts

Mix and match to build the exact automation you need

What can you automate with Erxes + WhatConverts?

Turn Erxes customer interactions and form submissions into actionable WhatConverts leads and automated multi-step workflows.

Who is Erxes + WhatConverts integration for?

Performance marketers, sales teams, and customer success managers relying on accurate tracking can eliminate manual data entry and keep pipeline records current.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Erxes + WhatConverts

Build and manage your Erxes + WhatConverts automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Erxes or WhatConverts With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click