EveryAction + Popl
Create or update EveryAction contacts for new Popl team leads
Effortlessly manage your leads and contacts with this time-saving workflow. When a new lead is added to your team in the Popl app, this automation will create or update their contact information in EveryAction. Stay organized and ensure your contacts are always up-to-date without any manual work.
Effortlessly manage your leads and contacts with this time-saving workflow. When a new lead is added to your team in the Popl app, this automation will create or update their contact information in EveryAction. Stay organized and ensure your contacts are always up-to-date without any manual work.
- When this happens...New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
- automatically do this!Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItVANID
External ID Type
External ID
Activist Codes
Survey Questions
VANID
External ID Type
External ID
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItVANID
External ID Type
External ID
Activist CodesRequired
VANID
External ID Type
External ID
TagRequired
VANID
Contact External ID Type
Contact External ID
DesignationRequired
Date ReceivedRequired
AmountRequired
Source Code
Payment MethodRequired
StatusRequired
Financial Batch
Direct Marketing Code
Notes
Online Reference Number
External Contribution ID Type
External Contribution ID