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
- Contact ID
- External Contact ID
- External Booking ID
  Required
- Status
  Required
- Service Type
  Required
- Service Name
  Required
- Schedule Start Date
  Required
- External Booking Group ID
- External Service ID
Action
Write
- Create, Update or Both
  Required
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Zip code
- Gender
- Labels
- Create a visit
- Text subscription
- Email subscription
- External Contact ID
Action
Write
- Contact ID
- External Contact ID
- External Purchased Item ID
  Required
- Item Name
  Required
- Item Price
  Required
- Purchase Date
  Required
- External Purchase Group ID
- Payment Method
- Item Discount
- Item Type
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
- External Booking Group ID
  Required
- Status
  Required
Action
Write
- Contact ID
- External Contact ID
- External Contact Membership ID
  Required
- Membership Name
- External Membership Type ID
- Status
  Required
- Start Date
- End Date
- Purchase Date
- Cancellation Date
- Recurrence Status
- Recurrence Start Date
- Recurrence End Date
- Freeze Date
- Unfreeze Date
Action
Write
- 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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