NeonCRM + OptinMonster
Create individual NeonCRM accounts for new leads in OptinMonster
Easily manage new leads from OptinMonster by creating individual accounts for them in NeonCRM with this seamless workflow. When a new lead is captured through OptinMonster, an individual account is instantly created in NeonCRM, ensuring your CRM is always up-to-date with the latest contact information. Save time and eliminate manual data entry by letting this automation take care of your lead management.
Easily manage new leads from OptinMonster by creating individual accounts for them in NeonCRM with this seamless workflow. When a new lead is captured through OptinMonster, an individual account is instantly created in NeonCRM, ensuring your CRM is always up-to-date with the latest contact information. Save time and eliminate manual data entry by letting this automation take care of your lead management.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Integration Display Name
Try ItNew Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
