WhatConverts automation for call, form, and chat leads
Route call, form, and chat conversions into HubSpot, Sheets, or Slack so every lead gets tracked and followed up with source context.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in WhatConverts.
Update records in WhatConverts automatically when data changes in the apps your team already uses.
Log WhatConverts activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate WhatConverts
Ready-made flows built with WhatConverts — preview one, then make it yours.
Ready to use WhatConverts automations
Triggers and Actions in WhatConverts Automations
viaSocket makes it simple to connect WhatConverts and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
Do thisActions
Action is the task that follows automatically within your WhatConverts integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
Real-world use cases of WhatConverts integrations
See how WhatConverts integrates with popular apps to automate tasks and streamline your workflow.
Send WhatConverts call leads to HubSpot when a qualified source matches your campaign criteria.
Create Salesforce contacts from WhatConverts web form conversions and preserve source details for follow-up.
Log WhatConverts phone call conversions into Google Sheets for weekly channel reporting and budget reviews.
Alert Slack when WhatConverts records a high-value lead so sales can respond with context.
Add WhatConverts chat conversions to your CRM with campaign, keyword, and source notes.
Route WhatConverts form submissions into a spreadsheet for intake review and assignment tracking.
How to get started with WhatConverts automations
Automate when something happens in WhatConverts
Login -> Create new flow -> Select trigger -> Search WhatConverts -> Choose the trigger from the list
Take action in WhatConverts when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search WhatConverts -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket listens for conversions recorded by WhatConverts (calls, forms, chat) and uses that data—phone number, campaign/UTM, call details—to trigger automated workflows like creating CRM leads, sending alerts, or updating reports.
No. viaSocket offers pre-built templates and a visual workflow builder so non-technical staff can set up and test automations in minutes. Complex routing rules can be created without code.
Yes. viaSocket can apply AI-based scoring to WhatConverts lead data (for example using call length, source, and keywords) and automatically route or escalate leads based on score — improving response time to revenue opportunities.
Automations run in near real-time. When WhatConverts records a conversion, viaSocket can create CRM records, send notifications, or start follow-up sequences within seconds to minutes depending on the workflow.
Common outcomes include faster lead contact times, higher conversion rates from faster follow-up, clearer channel-level ROI reporting, fewer missed leads, and more consistent handling of inbound calls and forms.
About WhatConverts
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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