LeadConnector + ReferralHero
Track and manage pipeline stage changes in LeadConnector by triggering referral conversion events in ReferralHero
Streamline your lead management process with this efficient workflow. Whenever a pipeline stage changes in LeadConnector, it will trigger an event to track referral conversion in ReferralHero. It's a perfect way to ensure no referral goes unnoticed and aids in maintaining a high-conversion referral marketing strategy.
Streamline your lead management process with this efficient workflow. Whenever a pipeline stage changes in LeadConnector, it will trigger an event to track referral conversion in ReferralHero. It's a perfect way to ensure no referral goes unnoticed and aids in maintaining a high-conversion referral marketing strategy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Track Referral Conversion Event
Track a Referral Conversion Event
- Free forever for core features
- 14 day trial for premium features & apps
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
CampaignRequired
Try It
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
CampaignRequired
Try It
