WhatConverts → Salesforce Lead Flow
live
End-to-end click-to-CRM pipeline with AI-enriched lead routing via Zapier, landing enriched leads in Salesforce in under 30 seconds.
Financial advisors running Google Ads need inbound leads to land in Salesforce fast — before they go cold and before manual data entry introduces errors.
The problem. WhatConverts captured form fills and phone calls from Google Ads campaigns, but leads had to be manually copied into Salesforce. The process took hours, introduced duplicates, and meant that the team couldn't act on a lead until someone had time to enter it.
What was built. An automated pipeline using Zapier that captures leads from WhatConverts the moment they arrive, enriches them with AI-powered classification, and creates or updates the corresponding Salesforce lead record — all in under 30 seconds. The flow handles deduplication, assigns leads to the correct advisor, and logs attribution data so marketing knows which campaigns are producing.
The outcome. Leads arrive in Salesforce enriched and routed in under 30 seconds. The team acts on inbound inquiries within minutes instead of hours. Marketing attribution is clean enough to optimize spend by campaign.
Technologies used
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