LeadConnector + Referrizer
Add and update new Referrizer contacts in LeadConnector instantly
Streamline your contact management process with this efficient automation. Whenever a new contact is added in Referrizer, the workflow will promptly add or update the contact in LeadConnector, ensuring your data stays consistent across apps. This saves you time and reduces manual work, allowing you to focus more on nurturing your leads.
Streamline your contact management process with this efficient automation. Whenever a new contact is added in Referrizer, the workflow will promptly add or update the contact in LeadConnector, ensuring your data stays consistent across apps. This saves you time and reduces manual work, allowing you to focus more on nurturing your leads.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Contact
Triggers when a contact is created.
Try ItCreate, Update or BothRequired
First name
Last name
Full name
Phone number
Email address
Birth date
Type
Description
Labels
Create a visit
Text subscription
Email subscription
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)
New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try ItIn 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
