LeadConnector + ReferralHero

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 Referral
Triggers when a new referral is added to your campaign.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
Try It
- CampaignRequired
Trigger
Instant
Try It
- CampaignRequired
Trigger
Instant
Try It
- CampaignRequired
- Email address
- Referral URLRequired
- Full Name
- Referrer
- Conversion value
- Conversion category
- Transaction ID
- Double Opt-In
- Source
- Points
- Referral Points
- Extra Field
- Extra Field 2
- Device
- Phone Number
- Crypto Wallet Address
- Lifetime spend
- set referral status as
Action
Write
- CampaignRequired
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
Action
Write

- In PipelineRequired
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

- CampaignRequired
Trigger
Instant
Try It
- CampaignRequired
- RewardRequired
Trigger
Instant
Try It
- CampaignRequired
- Email Address
- Phone Number
- Crypto Wallet Address
- PointsRequired
Action
Write
- CampaignRequired
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
Action
Write
- CampaignRequired
- Full Name
- Email
- Extra Field
- Extra Field 2
- Points
- Phone Number
- Crypto Wallet Address
- Extra Field 3
- Extra Field 4
- Option Field
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 LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- 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)
Action
Write
- 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
Action
Write