LeadConnector + Referrizer

LeadConnector + Referrizer integrations

Create new opportunities in LeadConnector from new contacts in Referrizer

Transform the way you handle your business contacts with the help of this automation. When a new contact is added in Referrizer, this workflow swiftly creates or updates an opportunity in LeadConnector, keeping your lead management streamlined and efficient. No more manual data transfer or missed opportunities - let this workflow keep everything updated in real-time.

When this happens...
New ContactTriggers when a contact is created.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Referrizer and LeadConnector

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

New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
- 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
- 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.

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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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