WhatConverts

· #234 most-used

Track every lead back to the marketing source that drove it

CRMSalesMarketingAnalyticsAutomationLead Generation

WhatConverts is a lead tracking and attribution platform that captures phone calls, web forms, chats, and transactions — then ties every conversion back to the exact keyword, campaign, and channel that drove it. Connect it to Actionist and your agents can pull lead data into CRMs automatically, update lead status and qualification scores, export filtered lead sets on a schedule, and fire downstream workflows within about a minute when a new lead arrives or an existing one changes status — giving sales and marketing teams a closed-loop view of which channels actually produce revenue.

Try WhatConverts with Actionist Visit WhatConverts

Average time saved

9 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate manual lead routing, copy-paste CRM updates, and hand-built weekly attribution reports by automating the entire lead data pipeline from WhatConverts.

Schedule

What your WhatConverts agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

WhatConverts × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

6Apps spanned

~20 hrsSaved / week

6Personas served

For sales

Featured3 apps

New lead routed to the right rep within 60 seconds

Within about a minute of a new phone call, form, or chat arriving in WhatConverts, the Sales Agent retrieves the full lead record, reads the lead score and product interest tag, finds or creates the matching HubSpot contact with full attribution data attached, assigns the deal to the correct rep based on territory or product line, and sends a Slack alert to the rep with the caller's name, keyword, and a link to the recording. High-value leads skip the queue and go straight to the senior rep's priority list.

~10 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new lead is received in WhatConverts

Trigger

Step 1

WhatConverts

New Lead webhook fires with full lead payload

read

Step 2

WhatConverts

Get Single Lead — retrieve score, source keyword, lead type, and call recording link

write

Step 3

HubSpot

Find or create contact with attribution data; set deal stage based on lead score

write

Step 4

HubSpot

Assign deal to rep based on territory and create 24-hour follow-up task

write

Step 5

Slack

Post lead alert to rep's DM with contact details, keyword, and recording link

Result

Find or create contact with attribution data; set deal stage based on lead scoreAssign deal to rep based on territory and create 24-hour follow-up taskPost lead alert to rep's DM with contact details, keyword, and recording link

The win

Saved per run

12 min

Runs / week

~50×

Every lead is in the right rep's queue with full context within 60 seconds

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
25 min / week
Manual lead routing from WhatConverts to CRM
Reps log into WhatConverts to check new leads, copy contact details and attribution data into HubSpot by hand, and assign the deal manually — every new lead takes 8–12 minutes before the rep can start the follow-up.
Sales Agent
0 min
Agent routes every lead with full context in under 60 seconds
When a new WhatConverts lead arrives, the agent retrieves the full record, creates or updates the HubSpot contact with attribution data, assigns the deal, and sends the rep a Slack alert with contact details and the call recording link — all before a human has opened a browser.
Marketing
75 min / week
Weekly attribution report built by hand
The marketing team manually exports leads from WhatConverts, cross-references spend data from each ad platform, builds a cost-per-lead table in a spreadsheet, and distributes it before the planning meeting — taking 60–90 minutes every week.
Marketing Agent
0 min
Agent posts a live attribution digest to Slack before every planning meeting
The agent retrieves lead counts by source and campaign from WhatConverts, combines them with ad spend from Google Sheets, and posts a ranked cost-per-lead table to Slack — automatically, before the Tuesday meeting, without anyone building a spreadsheet.
Customer Support
20 min / week
Support agents have no context when a known lead calls back
When a returning caller contacts support, the agent manually searches WhatConverts for the number, opens the lead record, and tries to recall the original inquiry — adding dead air to the call and risking asking questions the prospect already answered.
Customer Support Agent
0 min
Agent surfaces full caller context before the rep picks up
When a call is flagged in WhatConverts, the agent retrieves the lead record, prior contact history, and recording summary, and posts a context brief to Slack — so the rep sees the caller's keyword, last inquiry, and lead score before saying hello.
Human Resources
15 min / week
Rep departure leaves uncontacted leads in a dead queue
When a rep leaves, HR or a sales manager manually searches WhatConverts for open leads assigned to that rep and updates each one — a tedious process that takes hours and often gets skipped, leaving high-value leads without an owner.
Human Resources Agent
0 min
Agent re-assigns all open leads automatically on team changes
When a rep change is processed, the HR Agent searches WhatConverts for all open leads assigned to the departing rep and updates each one to the replacement owner — the re-assignment completes before the sales manager's morning standup.
Finance
22 min / week
Month-end attribution requires a manual cross-system data pull
At month-end, finance manually exports WhatConverts leads, cross-references close data from HubSpot, and builds a revenue attribution table — a 90-minute process that happens under time pressure when everyone needs the number simultaneously.
Finance Agent
0 min
Agent delivers the attribution export before the month-close deadline
The Finance Agent creates a WhatConverts export of converted leads, enriches it with HubSpot deal revenue, and writes the attribution breakdown to the finance spreadsheet — available before the close deadline without a manual extraction session.
Operations
40 min / week
CRM and WhatConverts drift apart without manual reconciliation
Without regular manual reconciliation, HubSpot contacts accumulate without WhatConverts attribution data, closed deals do not get marked Converted in WhatConverts, and duplicate lead records build up — making attribution reports progressively less accurate.
Operations Agent
0 min
Agent keeps both systems synchronized daily without human input
Every morning the Operations Agent syncs lead status changes between WhatConverts and HubSpot, creates missing contacts in either direction, and writes a deduplication summary to Notion — the two systems stay aligned without anyone running a manual reconciliation.
Legal
10 min / week
GDPR data access requests require manual lead searches across accounts
When a data subject access request arrives, legal manually searches WhatConverts by name, email, and phone, exports the results, and assembles the response package — a process that takes hours across multiple accounts and risks missing records.
Legal Agent
0 min
Agent fulfills GDPR requests with a complete lead export in minutes
The Legal Agent searches WhatConverts across all matching identifiers, creates a filtered export of every lead record, attaches it to the Notion compliance ticket, and logs the completion timestamp — meeting the 30-day response deadline without a manual search.

+ 100s of other WhatConverts automations

Average time saved

21 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

550

Annual ROI

$41,250

Based on WhatConverts's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug WhatConverts into Actionist

Pick the connection method that suits your environment.

Generate a Profile API Key in WhatConverts and paste it into Actionist. The key gives read and write access to leads, accounts, and reports in your WhatConverts account.

Open API Keys in WhatConverts

Copy the key

Copy the generated API key. Store it securely — treat it like a password.

Paste into Actionist

Open the Apps tab, find WhatConverts, click Connect, paste your API Key, and click Test connection. Actionist runs a read-only call to confirm the handshake.

Credentials you'll need

API Key*

WhatConverts → Settings → API Keys → Generate Profile API Key

Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

2 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about WhatConverts + Actionist

How does Actionist connect to WhatConverts?

Go to the Apps tab, find WhatConverts, and click Connect. WhatConverts uses API key authentication. In WhatConverts, navigate to Settings → API Keys and click Generate Profile API Key. Copy the key and paste it into the API Key field in Actionist. Actionist runs a read-only verification call to confirm the handshake before any actions run. The key gives your agent access to all lead data, accounts, reports, and webhooks in your WhatConverts account.

What permissions does my API key need to cover all the agent's actions?

A Profile API Key generated in WhatConverts settings gives full read and write access to leads, accounts, and reports — the same permissions as the account owner. This covers all agent actions: reading lead lists, creating leads, updating lead status and scores, generating exports, and calling report endpoints. If you need to restrict access for compliance reasons, WhatConverts API keys can be scoped to a single profile rather than all accounts in your organization.

Can the agent trigger on new leads arriving in WhatConverts without polling?

Yes. WhatConverts supports outbound webhooks that fire within about a minute when a new lead is created or an existing lead is updated. Actionist uses these webhooks as triggers — your agent wakes up near-instantly when a lead arrives rather than checking on a poll schedule. To use webhooks, set up the webhook URL provided by Actionist in WhatConverts under Settings → Webhooks, choose the lead types and trigger type (New or Update), and the connection is live.

Does the agent work with all WhatConverts lead types — calls, forms, chats, and transactions?

Yes. WhatConverts tracks multiple lead types — phone calls, web forms, live chats, text messages, transactions, and custom events — and the Actionist integration works across all of them. The lead type is included in the payload for both the New Lead and Updated Lead triggers, so your agent can apply different logic per type: routing phone calls to a rep immediately, adding form leads to a nurture sequence, or logging transaction leads straight to the finance spreadsheet.

Can the agent sync WhatConverts lead status back from HubSpot or another CRM?

Yes. The Update Lead action lets the agent write status changes back to WhatConverts from any downstream system. A common pattern is to listen for deal stage changes in HubSpot — when a deal moves to Closed Won, the agent finds the matching WhatConverts lead by phone or email and updates its status to 'Converted', so the attribution dashboard reflects actual revenue outcomes rather than just lead volume. The same pattern works for any CRM that Actionist is connected to.

How does the agent avoid creating duplicate leads when the same prospect contacts us through multiple channels?

Use the Find or Create Lead action instead of Create Lead whenever the lead might already exist. This action searches WhatConverts for a matching record by phone number or email first — if a match is found, it returns the existing lead so you can update it with the new touchpoint; only if no match exists does it create a new record. This keeps all touchpoints consolidated on a single lead rather than spawning separate records that split the contact history.

Can I use Actionist to import offline leads into WhatConverts?

Yes. The Create Lead action lets the agent programmatically add leads to WhatConverts from any source. A common setup is to connect your offline capture tool (a Google Sheet, a Typeform, an event badge scan CSV) to a scheduled agent task. The agent reads the offline records and creates WhatConverts leads for each one tagged with the correct offline campaign source. Offline conversions then appear in the attribution dashboard alongside digital leads so channel comparisons are complete.

What WhatConverts data does the agent include when creating HubSpot contacts?

When the agent creates or enriches a HubSpot contact from a WhatConverts lead, it maps the following fields by default: first name, last name, phone number, email, lead source (medium), UTM campaign, UTM keyword, landing page URL, lead type (call / form / chat), lead score, and WhatConverts lead ID. You can extend the field mapping in the agent's workflow to include any custom fields configured in your WhatConverts account. The lead ID is stored in HubSpot so the agent can look up the WhatConverts record directly in future runs.