LeadConnector + Referral Rock
Update referrals in Referral Rock when pipeline stages change in LeadConnector
When a pipeline stage changes in LeadConnector, this automation ensures the respective referral is updated in Referral Rock. It helps to keep your referral program in line with your sales progression, ensuring accurate tracking and rewarding. Say goodbye to the manual updating workload and keep your referral data effortlessly up-to-date!
When a pipeline stage changes in LeadConnector, this automation ensures the respective referral is updated in Referral Rock. It helps to keep your referral program in line with your sales progression, ensuring accurate tracking and rewarding. Say goodbye to the manual updating workload and keep your referral data effortlessly up-to-date!
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Referral
Update a referral.
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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
Phone Number
Email
First Name
Last Name
Full Name
New Member
Triggers when a new member signs up.
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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
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)
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
New Referral
Triggers when a new referral is created.
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