Add new Realvolve contacts as Firepoint CRM leads
When a new contact is added in Realvolve, a matching Firepoint CRM lead will be created automatically. You may optionally choose to notify the direct assignee (if using an Firepoint agent key for the integration).
When a new contact is added in Realvolve, a matching Firepoint CRM lead will be created automatically. You may optionally choose to notify the direct assignee (if using an Firepoint agent key for the integration).
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead in Firepoint.
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New Contact
Triggers when a new contact is created.
Try ItLead Status Changed
Triggers when a lead's status changes.
Try ItTag Added
Triggers when a tag is added to a lead.
Try It
Full Name
Title
Company
Home Address
Home Phone
Home Mobile Number
Home Email
Work Address
Work Phone
Work Mobile Number
Work Email
Tags
Contact Source
Start Workflow on New Contact
Start Workflow on Contact Update
Run Update Workflow Only Once
Record Owner
Notes
Attachment URL
SMS Text Message
New Lead
Triggers when a new lead is created in Firepoint.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Lead SourceRequired
Phone NumberRequired
Lead TypeRequired
Phone Number Type
Tags
Warnings
Special Notes
Notify Direct Agent Assignee