LeadConnector + Referrizer
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.
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 Contact
Triggers when a contact is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
