NeonCRM + Outgrow
Create new NeonCRM activities for every new Outgrow lead
Effortlessly track new leads from Outgrow by creating activities in NeonCRM with this seamless workflow. When you capture a new lead in Outgrow, an activity will be created in NeonCRM, ensuring you're always up-to-date with your latest prospects. Stay organized and never miss an opportunity again by setting up this automation today.
Effortlessly track new leads from Outgrow by creating activities in NeonCRM with this seamless workflow. When you capture a new lead in Outgrow, an activity will be created in NeonCRM, ensuring you're always up-to-date with your latest prospects. Stay organized and never miss an opportunity again by setting up this automation today.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!
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- 14 day trial for premium features & apps
Calculator / QuizRequired
Try ItNew 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
Calculator / QuizRequired
SegmentRequired
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
