Map new completed involve.me submissions to Get The Referral lead maps for seamless management
Effortlessly streamline your lead management process with this workflow that connects involve.me and Get The Referral. When a user submits a completed form on involve.me, their details are instantly sent to Get The Referral's Lead Map, ensuring you always have the most up-to-date information on your leads and helping you stay organized. Boost your productivity and stay one step ahead with this seamless integration.
Effortlessly streamline your lead management process with this workflow that connects involve.me and Get The Referral. When a user submits a completed form on involve.me, their details are instantly sent to Get The Referral's Lead Map, ensuring you always have the most up-to-date information on your leads and helping you stay organized. Boost your productivity and stay one step ahead with this seamless integration.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Lead Map
Maps new CRM lead unique-id with a GTR lead unique-id.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItNew Advocate
Triggers when a new advocate is created.
Try ItSales Rep IdRequired
EmailRequired
First NameRequired
Last NameRequired
PW
Country Code
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Parent Advocate Id
Referral Code
XTRM User Id
Advocate ID or Email AddressRequired
Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate IdRequired
Product IdRequired
EmailRequired
First Name
Last Name
Phone
Address Line 1
Address Line 2
State
City
Postal Code
Best Time to Contact
External Id
Is Lead From CRM?
Note
Lead ID or Email AddressRequired


