Connect WhatConverts and Salesflare
Integrate WhatConverts with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find account in Salesflare when When a new lead is created in WhatConvert
Find Contact in Salesflare when When a new lead is created in WhatConvert
Find Opportunity in Salesflare when When a new lead is created in WhatConvert
Find Person in Salesflare when When a new lead is created in WhatConvert
Find Pipeline Stage in Salesflare when When a new lead is created in WhatConvert
Popular WhatConverts + Salesflare flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConverts
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find account in Salesflare when When a new lead is created in WhatConvert
Use this flowFind Contact in Salesflare when When a new lead is created in WhatConvert
Use this flowFind Opportunity in Salesflare when When a new lead is created in WhatConvert
Use this flowFind Person in Salesflare when When a new lead is created in WhatConvert
Use this flowFind Pipeline Stage in Salesflare when When a new lead is created in WhatConvert
Use this flowFind User in Salesflare when When a new lead is created in WhatConvert
Use this flowFind a Workflow in Salesflare when When a new lead is created in WhatConvert
Use this flowAdd Contact to Account in Salesflare when When a new lead is created in WhatConvert
Use this flowAdd User to Account in Salesflare when When a new lead is created in WhatConvert
Use this flowCreate Account in Salesflare when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConverts and Salesflare.
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).
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About WhatConverts
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
About Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConverts and Salesflare accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between WhatConverts and Salesflare as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesflare. No coding required.
Yes. You can set up a workflow where WhatConverts triggers actions in Salesflare, and a separate workflow where Salesflare triggers actions in WhatConverts. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between WhatConverts and Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConverts and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
