How to Use WhatConverts for Tracking Leads and Sales (Crash Course 2025)
🔥Want a simple WhatConverts setup checklist for tracking leads and sales in 2025?
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This is a quick crash course on how to use WhatConverts for tracking leads and sales, all in one place.
You will learn how to track leads from a form and phone call tracking, then tie every lead back to the right channel, campaign, and landing page.
I also show how to qualify leads, add quote value vs sales value, and use clean attribution data to improve Google Ads optimisation.
We finish with reporting, so you can stop guessing and start measuring ROI and revenue, not just clicks.
If you get stuck, I point you to the WhatConverts help centre and the right tutorials, plus common integrations like analytics tools, chat tools, and Zapier.
🔗Try WhatConverts here: https://www.whatconverts.com/
💡(If you sign up using this link, it supports the channel at no extra cost.)
⏩ Skip to Section
00:00 Introduction and what this crash course covers
00:35 What is WhatConverts and why agencies use it
02:13 Where to set up conversions and find the tracking code
02:50 What to do if you get stuck (tutorials, help centre, Zapier)
03:09 How to set up form tracking
03:52 How to set up call tracking with tracking numbers
05:27 Integrations (Google Ads, analytics, Facebook, API, webhooks)
06:45 Leads Dashboard overview (and why I skip it)
06:50 Lead manager basics: qualify leads, quote value vs sales value
09:18 How sales value feeds back into the ad algorithm
09:44 Using notes so the marketer and client stay aligned
10:21 Columns, filters, and saved views
11:26 Reports: leads by source and sales value by source
12:25 How to read sales value by source
13:43 Why revenue matters more than lead volume
14:05 Wrap up
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❓FAQs
Q1 What is WhatConverts actually doing behind the scenes?
It captures every lead and attaches source data, like Google Ads, SEO, referrals, or email. That gives you cleaner attribution, so your reports match what really happened.
Q2 What should I track first, forms or calls?
Start with your main form and your main phone number. Once you can see both in one platform, you can scale tracking to more pages and campaigns.
Q3 How do I qualify leads inside WhatConverts?
Use the quotable or qualified leads fields, plus notes, to mark good vs bad enquiries. This lead tracking data is what helps your ad optimisation later.
Q4 What is the difference between quote value and sales value?
Quote value is potential revenue. Sales value is money collected. If you want better ROI reporting, keep both updated when you can.
Q5 Can it feed sales data back into Google Ads?
Yes, if you are sending conversion value back, Google Ads can learn what a valuable lead looks like. That is how you move from tracking clicks to tracking sales outcomes.
Q6 Which reports matter most? Leads by source tells you volume. Sales value by source tells you what actually made money. That insight is gold for ecommerce and service businesses.
Q7 What if I get stuck on setup or an integration?
Check the WhatConverts help centre first, then search “WhatConverts to [tool]” for a tutorial. Zapier, webhooks, and API options usually cover most marketing stacks, including chat tools and analytics.
Q8 What is a common mistake with attribution?
Messy UTMs and inconsistent campaign naming. If the data going in is sloppy, the report coming out will be misleading, even if tracking is installed correctly.
📞 Need help getting your marketing off the ground? Book a call: https://josiahroche.co/book-meeting/
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