LeadConnector + Referral Factory
Create and manage opportunities in LeadConnector from new users in Referral Factory
Streamline your customer acquisition efforts with this workflow between Referral Factory and LeadConnector. As soon as a new user connects to you through Referral Factory, the workflow kicks in, updating or introducing an opportunity in LeadConnector. The advantage is quicker lead identification and engagement, making your lead management efforts smooth and efficient.
Streamline your customer acquisition efforts with this workflow between Referral Factory and LeadConnector. As soon as a new user connects to you through Referral Factory, the workflow kicks in, updating or introducing an opportunity in LeadConnector. The advantage is quicker lead identification and engagement, making your lead management efforts smooth and efficient.
- When this happens...New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Which users should we send?
Try ItCampaignRequired
First NameRequired
EmailRequired
Send Notification
CouponRequired
In PipelineRequired
Moved to Stage
Try It
Reward
Try ItUser CodeRequired
CampaignRequired
User EmailRequired
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
