Levitate + OptinMonster
Create or update Levitate contacts from new OptinMonster leads
This workflow streamlines your contact management process. When a new lead emerges in OptinMonster, the same data is utilized to create or update a contact record within Levitate. Eliminate manual data entry and maintain up-to-date contact records in a flash, making it easier to manage customer relationships and monitor lead progression.
This workflow streamlines your contact management process. When a new lead emerges in OptinMonster, the same data is utilized to create or update a contact record within Levitate. Eliminate manual data entry and maintain up-to-date contact records in a flash, making it easier to manage customer relationships and monitor lead progression.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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CampaignRequired
Integration Display Name
Try ItDonor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
Contact ID in Source SystemRequired
Last Name
First Name
Full Name
Email Addresses
Phone Numbers
Address Line 1
Address Line 2
Address City
Address State / Province
Address Postal Code
Address Country
Birthday
Tags
Note
Policy NumberRequired
Carrier NameRequired
PremiumRequired
Renewal DateRequired
Effective DateRequired
Policy Holder IDRequired
Cancellation DateRequired
Line of BusinessRequired
Policy ID in the Source SystemRequired
Origination Date
Policy Holder First Name
Policy Holder Last Name
Policy Holder Email
