LeadConnector + Referrizer

LeadConnector + Referrizer integrations

Update contacts in Referrizer when pipeline stages change in LeadConnector

Stay ahead of your sales pipeline with ease. Each time a change occurs in your lead's stage within the LeadConnector system, a corresponding contact is updated or established in Referrizer. This smart procedure continually keeps your data up-to-date, ensuring seamless information flow between both platforms. This in turn simplifies sales pipeline management and guarantees the precision of your interaction records.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create/Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with LeadConnector and Referrizer

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

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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
New Contact
Triggers when a contact is created.
Trigger
Polling
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- Create, Update or Both
  Required
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Labels
- Create a visit
- Text subscription
- Email subscription
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
New Visit
Triggers when a visit is created, i.e. contact is checked in.
Trigger
Polling
Try It

About LeadConnector

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

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Marketing Automation

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About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

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