FreedomSoft + involve.me

Create seller leads in FreedomSoft from new completed submissions in involve.me

Easily manage your leads by connecting involve.me and FreedomSoft with this workflow. When a new completed submission occurs in involve.me, a seller lead will be created in FreedomSoft, keeping your lead data up-to-date and organized. Enhance your lead generation strategy with this seamless automation.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
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Create Seller Lead
Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
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- OrganizationRequired
- EmailRequired
- TagRequired
Action
Write
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
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New Task
Triggers when a new task record is created.
Trigger
Instant
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Buyer Lead Updated
Triggers when a buyer lead is updated, including during bulk status updates.
Trigger
Instant
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Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write

Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Seller Lead IDRequired
Action
Write
- Seller Lead IDRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

- OrganizationRequired
- EmailRequired
Action
Write
- OrganizationRequired
- EmailRequired
- TagRequired
Action
Write
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Seller Lead Updated
Triggers when a seller lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Buyer Lead IDRequired
Action
Write
- Seller Lead IDRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search