Create or update Salsa Engage supporters for new Interact leads
Effortlessly manage your new leads from Interact with this seamless workflow that keeps your Salsa Engage supporters up-to-date. Whenever a new lead is added in Interact, their information will be used to create or update a supporter in Salsa Engage, ensuring your supporter list remains organized and accurate. Streamline your lead management and focus on nurturing those relationships with this time-saving automation.
Effortlessly manage your new leads from Interact with this seamless workflow that keeps your Salsa Engage supporters up-to-date. Whenever a new lead is added in Interact, their information will be used to create or update a supporter in Salsa Engage, ensuring your supporter list remains organized and accurate. Streamline your lead management and focus on nurturing those relationships with this time-saving automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create or Update Supporter
This will create or update a supporter in Salsa Engage
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QuizRequired
Try ItEmailRequired
Email OptIn Status
Title
First Name
Middle Name
Last Name
Suffix
Date of Birth
Gender
Address Line 1
Address Line 2
City
State
Postal Code
County
Country
Address Opt-In
Home Phone
Cell Phone
Work Phone
Engage Supporter Id
Custom Field Values
External Supporter ID
Donation TypeRequired
Date of TransactionRequired
AmountRequired
Transaction IDRequired
Account Type
Account Number
Account Expiration
Account Provider
Fund
Campaign
Appeal
Dedication Type
Dedication
Notify
Designation
Deductible Amount
Fees Paid
Gateway Authorization Code
Activity Form ID
Activity Form Name
Activity Custom Field Values
Source Tracking Code
Facebook
Twitter
LinkedIn
TypeRequired
Date of TransactionRequired
AmountRequired
Transaction IDRequired
Supporter ID
External Supporter ID
Email
Account Type
Account Number
Account Expiration
Account Provider
Fund
Campaign
Appeal
Dedication Type
Dedication
Designation
Notify
Deductible Amount
Fees Paid
Gateway Authorization Code
Activity Form ID
Activity Form Name
Custom Field Values
Group NameRequired
Supporter IDRequired
EmailRequired
Email OptIn Status
Title
First Name
Middle Name
Last Name
Suffix
Date of Birth
Gender
Address Line 1
Address Line 2
City
State
Postal Code
County
Country
Address Opt-In
Home Phone
Cell Phone
Work Phone
Engage Supporter Id
Custom Field Values
External Supporter ID
Source Tracking Code
Facebook
Twitter
LinkedIn