Overview
Connect Wrike to Octanist if your team follows up on leads there. When tasks change statuses in Wrike, the matching leads in Octanist update and the results go back to your ad platforms.
How it works
You sign in with Wrike and pick where your leads live and which statuses mean qualified, won or lost. Octanist checks for changes about once an hour and matches each task to a lead by email address or phone number.
Use the tool your team already uses
Not every team needs a CRM. If Wrike is where you track follow-up, that is enough for Octanist to tell your ad platforms which leads became customers.
Use cases
Status mapping
Choose which statuses count as qualified, won or lost.
Lead value
Use a value from Wrike as the conversion value when you track one.
Offline conversions
Qualified and won leads go back to the ad platforms you connected.
No webhooks to set up
Connect by signing in to Wrike.
Getting started
Open Integrations in Octanist and choose Wrike. Tell us which actions in Wrike mean qualified, won or lost, and our team sets up the connection with you.
