WhatConverts

Give AI agents full control of WhatConverts lead tracking. Agents create, update, and manage leads, accounts, and tracking profiles, and pull attribution data that shows which campaigns drive calls, chats, and form fills.

15 actions Basic auth available

WhatConverts website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

The hourly sweep runs List Leads filtered to new calls, forms, and chats since the last pass

Get Lead pulls each lead's full attribution: source, medium, campaign, keyword, and device

The lead lands in the CRM as a contact and deal with its attribution fields intact

The agent scores each lead for spam signals: no contact details, burner numbers, repeat patterns

Suspected spam queues for the marketing manager, who confirms or rescues each one

Update Lead flags confirmed spam and sets the quotable state on the real ones

Update Lead writes quote values as sales qualify them, closing the attribution loop

The weekly digest reports lead volume and revenue by campaign, not by click

What This Integration Enables

Attribution is a chain of custody problem. WhatConverts captures every lead, phone call, form fill, chat, transaction, with the marketing that produced it, but that evidence only survives if it travels with the lead. The moment someone retypes a caller into the CRM without the campaign field, the chain breaks and marketing goes back to arguing from sessions. FlowRunner agents keep custody intact: leads move to the systems where sales works with attribution attached, and qualification flows back so every campaign gets judged in revenue. - Sync new calls, forms, and chats into the CRM or a spreadsheet with full attribution preserved - Write quote and sales values back onto leads so ROI is measured against actual ad spend - Push offline conversions and imported leads into WhatConverts with Create Lead - Report lead volume and attribution across every client account from a single agency key - Provision accounts and profiles programmatically as new clients onboard Because leads carry the evidence for spend decisions, destructive operations here run behind a [human-in-the-loop](/concepts/human-in-the-loop) gate.

Without FlowRunner

Attribution dies at handoff A call comes in with its campaign attached, then gets retyped into the CRM as "phone inquiry"

ROI reported in sessions Marketing shows traffic and conversions while sales revenue lives in another system, unlinked

Spam pollutes the numbers Junk calls and bot form fills inflate lead counts, and cleaning them up is nobody's job

With FlowRunner

The chain of custody holds Leads flow to the CRM with source, medium, campaign, and keyword still attached

Campaigns measured in revenue Quote and sales values flow back onto leads, so spend is judged against money, not clicks

Hygiene runs on a schedule Spam is scored by an agent, confirmed by a person, and flagged before it touches reporting

Use Case Scenarios

Leads reach the CRM with their receipts

List Leads pulls the morning's calls and forms, filtered by date and lead type. For each one, Get Lead retrieves contact details and the full attribution record, and the agent creates the contact and deal in [HubSpot](/integrations/hubspot) with source, medium, campaign, and keyword mapped to CRM properties. Sales sees where every lead came from without asking, and marketing's next budget conversation starts from shared data instead of a reconstruction.

The revenue loop actually closes

When a deal closes, the agent finds the originating lead by phone or email through List Leads' direct contact lookup, then calls Update Lead to set the sales value and quotable state. On a schedule, lead values roll up beside traffic data pulled from [Google Analytics](/integrations/google-analytics), and the combined view lands in [Google Sheets](/integrations/google-sheets). The question "which campaigns make money" gets answered from recorded values, not from a model someone defends in the meeting.

Agency onboarding without the console session

A new client signs. The agent calls Create Account under the agency master key, creating the default profile in the same request, then Create Profile for each additional property the client tracks. A weekly cross-client sweep walks List Accounts and List Profiles, pulls each client's lead volume through List Leads, and posts the roll-up to [Slack](/integrations/slack). Thirty clients' reporting becomes one flow instead of thirty logins.

Human-in-Loop Highlight

Delete Lead removes a lead and its conversion data permanently, and in an attribution system that is not just deleting a row, it is destroying evidence. A lead that looks like spam might be the call that closed a five-figure deal from a campaign someone is about to cut. So FlowRunner cleanup agents never delete on a score. Suspected junk goes to the marketing manager with the signals laid out: no contact details, a number seen on three other profiles, a form fill at machine speed. Confirmed spam gets flagged with Update Lead first, which keeps it out of reporting while preserving the record, and Delete Lead runs only on the batch a person has reviewed. The agent does the scoring; a human decides what the record loses forever.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

15 actions

Leads

List Leads Retrieves leads with full marketing attribution, filterable by account, profile, date range, lead type, status, quotable state, value presence, spam and duplicate flags, and direct phone or email lookup. Returns up to 2500 leads per page. The backbone of sync and reporting flows.
Get Lead Retrieves one lead's complete record: contact details, source, medium, campaign, content, keyword, device data, values, notes, and custom fields.
Create Lead Creates a lead within a profile, for pushing offline sales, imported form submissions, and third-party conversions into attribution reporting. Can trigger the profile's configured lead notifications.
Update Lead Edits a lead to qualify and value it: quotable state, quote and sales values, spam flags, and notes. The action that closes the loop between marketing spend and revenue.
Delete Lead Permanently deletes a lead and its conversion data. The operation this page's human gate exists for.

Accounts

List Accounts Retrieves the accounts under an agency master key with date filtering and pagination. The top of the cross-client reporting sweep.
Get Account Retrieves one account's name and creation date.
Create Account Creates a new account under the agency key, optionally with a default profile in the same request. The onboarding step for new clients.
Update Account Renames an existing account.
Delete Account Permanently deletes an account with all its profiles and data. Cannot be undone, so it stays behind explicit human confirmation.

Profiles

List Profiles Retrieves the profiles within an account. Each profile is one tracked website or property.
Get Profile Retrieves one profile's name and creation date.
Create Profile Creates a new tracked property within an account.
Update Profile Renames an existing profile.
Delete Profile Permanently deletes a profile and its tracking data. Cannot be undone.

Frequently Asked Questions

What can FlowRunner do with WhatConverts?

FlowRunner agents can run List Leads, Get Lead, and Create Lead in WhatConverts, plus 12 more actions.

Does connecting WhatConverts to FlowRunner require OAuth?

No. WhatConverts connects to FlowRunner with basic authentication (a username and password), no OAuth flow required.

Can WhatConverts trigger a FlowRunner workflow automatically?

WhatConverts doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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