Give Lively + LeadConnector
Manage new Give Lively donations by adding or updating contacts in LeadConnector
When a new donation takes place in Give Lively, this workflow ensures that the contact is promptly added or updated in LeadConnector. This automation streamlines the process of keeping your contact list up to date, without the need to manually transfer information between the two platforms. As a result, you can focus more on nurturing your leads into donors and less on administrative tasks.
When a new donation takes place in Give Lively, this workflow ensures that the contact is promptly added or updated in LeadConnector. This automation streamlines the process of keeping your contact list up to date, without the need to manually transfer information between the two platforms. As a result, you can focus more on nurturing your leads into donors and less on administrative tasks.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Created Since
Try ItUpdated Since
Try ItFirst 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)
Updated Since
Try ItIn 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
Phone Number
Email
First Name
Last Name
Full Name
