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.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
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
Try It
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