Get The Referral + LeadConnector
Create opportunities in LeadConnector for new leads in Get The Referral
Effortlessly manage your leads and opportunities with this Get The Referral and LeadConnector integration. When a new lead is generated in the Get The Referral app, this workflow will create or update an opportunity in the LeadConnector app, ensuring you have a streamlined process for nurturing and converting prospects. Save time and focus on building relationships with potential clients while keeping your sales pipeline organized and up-to-date.
Effortlessly manage your leads and opportunities with this Get The Referral and LeadConnector integration. When a new lead is generated in the Get The Referral app, this workflow will create or update an opportunity in the LeadConnector app, ensuring you have a streamlined process for nurturing and converting prospects. Save time and focus on building relationships with potential clients while keeping your sales pipeline organized and up-to-date.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new lead is created.
Try ItGTR Lead IDRequired
CRM Object IDRequired
message
In PipelineRequired
Moved to Stage
Try ItFirst 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
Lead IDRequired
New Lead StatusRequired
Advocate Email AddressRequired
Project
Project StageRequired
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
CampaignRequired
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)
