Get The Referral + LeadConnector

Create and update LeadConnector contacts from new Get The Referral leads

Easily manage your leads from the Get The Referral app by integrating it with LeadConnector. This workflow gets activated when a new lead is created in Get The Referral, and instantly updates or adds the contact in LeadConnector. Save time and effort by streamlining your lead management process using this seamless automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Advocate 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
Action
Write
- Lead ID or Email AddressRequired
Action
Write
- GTR Lead IDRequired
- CRM Object IDRequired
- message
Action
Write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Advocate
Triggers when a new advocate is created.
Trigger
Instant
Try It
- Sales 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
Action
Write
- Advocate ID or Email AddressRequired
Action
Write
- Lead IDRequired
- New Lead StatusRequired
- Sale Amount
Action
Write
- Advocate Email AddressRequired
- Project
- Project StageRequired
- Fail on missing project stageRequired
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write