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LeadConnector + ReferralHero

LeadConnector + ReferralHero

LeadConnector + ReferralHero integrations

Create new opportunities in LeadConnector from new referrals in ReferralHero

Stay on top of your referral management with this efficient workflow. Whenever there's a new referral in ReferralHero, this process creates or updates an opportunity in LeadConnector. It puts an end to manual data transfers, ensuring your sales pipeline is always current and your referral monitoring streamlined.

When this happens...
New ReferralTriggers when a new referral is added to your campaign.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with ReferralHero and LeadConnector

Discover other triggers and actions you can use with ReferralHero and LeadConnector

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email address
- Full Name
- Phone Number
- Address
- Referrer
- Conversion value
- Conversion category
- Referral URL
  Required
- Transaction ID
- Double Opt-In
- Source
- Points
- Referral Points
- Extra Field
- Extra Field 2
- Option Field
- Device
- Crypto Wallet Address
- Lifetime spend
- set referral status as
- Advocate name
- Tags
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Product ID
- Source
Action
Write

- Campaign
  Required
- Full Name
- Email
- Phone Number
- Crypto Wallet Address
- Option Field
- Address
- Tags
- Extra Field
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Points
- Source
- Email Unsubscribed
- SMS Unsubscribed
- City
- Country
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Reward
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email Address
- Phone Number
- Crypto Wallet Address
- Points
  Required
- Source
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Source
Action
Write
- Campaign
  Required
- Email address
- Amount
  Required
- Transaction ID
- Product ID
- Lifetime spend
- Phone Number
- Crypto Wallet Address
- Source
Action
Write
- In Pipeline
  Required
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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About ReferralHero

ReferralHero is a powerful referral marketing platform to build any type of referral program.

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

Track and manage pipeline stage changes in LeadConnector by triggering referral conversion events in ReferralHero

Unlock rewards in ReferralHero and add new leads to workflow in LeadConnector