Calls and web-form leads
Phone calls and web forms enter the client’s lead view with their respective channels. Available name, phone and email details help the agency review the record behind the monthly count.
WhatConverts + Monthwrap
Leads & sales reporting
Keep calls, forms and conversations in the same monthly story.
Bring WhatConverts lead records into Monthwrap with channel and source context for your local growth or advertising reports.
AvailableAPI key and secret
Inside the monthly reportSample data
Juniper Renovations · fictional example
How the inquiries arrived
Lead records80Across the four sample channels
Phone calls42Recorded call inquiries
Web forms26Recorded form inquiries
A view of the client’s businessSales context
01Phone calls42
02Web forms26
03Chats8
04Appointments4
Channel totals describe sample lead records. They are not a count of unique customers or completed jobs.
WhatConverts, at a glance.
- Connect with
- API key and secretChoose a client profile available to the agency or profile key.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Request an earlier month in Sources. Coverage follows the platform’s available history and your account access.
- In your report
- Call and form leads.
Built around your client’s questions
A lead does not always arrive through a form.
For agencies that need to explain inquiries arriving through more than one contact route.
One prospect calls, another sends a form and a third starts a chat. A report built around just one of those channels can miss how a local business receives its inquiries. WhatConverts gives the agency a place to collect those interactions; Monthwrap puts the resulting lead records alongside the work and campaign figures for the month.
The connection preserves the supported lead channel and available source context. You can explain how people contacted the business, review the records that need attention and add a more useful narrative than a single unlabeled conversion total. Quoted or sold values, when supplied, remain context in the lead notes.
Choose the numbers that matter
What WhatConverts
brings to the report.
Call and form leads. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Other contact routes
Supported chat, text message, email and appointment records retain a suitable lead channel. This lets the report acknowledge inquiry routes that a form-only view would leave out.
Recorded source context
The lead note carries the source supplied by WhatConverts. Use that context to explain the acquisition mix, while keeping the source platform’s attribution separate from a claim about final sales.
Quoted or sold value notes
When the source record includes a quote or sale value, that value is carried in the note. It is not imported as a dedicated revenue metric or automatically totalled as collected income.
For your next client report
Report a mixed inquiry month
Show how calls, forms and other contact routes contributed to the client’s month. Explain whether a change reflects better demand, a new tracking setup or a different mix of customer behavior.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From WhatConverts
to the right client.
Choose a client profile available to the agency or profile key.
Connection methodAPI key and secretAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Prepare the API key and secret
Use an authorized WhatConverts agency or profile credential. Keep the key pair together and check that the credential can read the client’s leads before relying on the connection.
- 02
Select the client profile
An agency credential can list available client profiles. A profile-specific credential connects to its own profile. Confirm the name and scope against the business you are reporting for.
- 03
Inspect a few lead types
Check a known call, form or appointment against the source, including its date and notes. Then choose the relevant lead measures and write the context that helps the client interpret them.
Know what each
number means.
Lead records are not unique customers
A person may contact the business more than once or use multiple channels. Review the client’s lead view before presenting a unique prospect count or comparing it with another source.
Value notes are not a financial ledger
A quote can change and a sold value does not establish payment. Keep the source label attached, and use a suitable reviewed numeric source for any separate revenue total.
Before you connect
A few useful
answers.
Can an agency credential connect several client profiles?
It can list the profiles available to that credential. Choose the profile for the Monthwrap client being configured; the page does not imply that every profile is combined into one report.
Are chats and bookings included?
Supported WhatConverts lead types are mapped to their lead channels, including chats, emails and appointments. Availability depends on the records present in the connected profile.
Will quoted value appear as a revenue chart?
Not automatically. The current connector preserves quoted or sold value in lead notes. Use a separate, clearly defined numeric metric if your report needs an aggregate value chart.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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