OptinMonster + Severa

OptinMonster + Severa integrations

Create activities in Severa for new leads from OptinMonster

Effortlessly manage your leads and streamline your sales process with this OptinMonster to Severa automation. When a new lead is captured in OptinMonster, this workflow instantly creates an activity in Severa, ensuring your team stays up to date on potential clients and opportunities. Focus on nurturing leads and closing deals instead of manually transferring data between platforms.

When this happens...
New LeadTriggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Create ActivityCreates a new Activity.
ActionWrite

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More things you can do with OptinMonster and Severa

Discover other triggers and actions you can use with OptinMonster and Severa

- Campaign
  Required
- Integration Display Name
Trigger
Instant
Try It
- Project_id
Trigger
Polling
Try It
- ProjectStatus_id
- SalesStatus_id
- Project_id
Trigger
Polling
Try It
- Address
  Required
- Customer_id
  Required
- City
- PostalCode
- Phone
- IsBillingAddress
- IsPostalAddress
- IsVisitAddress
- Country_id
Action
Write
- Name
  Required
- Number
- Email
- Notes
- VatNumber
- KvkNumber
- Owner_id
Action
Write

- Name
  Required
- Project_rootPhase
  Required
- StartDate
- Deadline
- Code
Action
Write
- Customer_id
- Contact information
Action
Search

- Invoice Number
- Invoice Reference Number
Action
Search

- Project_id
Trigger
Polling
Try It
New Project Is Created
Triggers when a new project is created.
Trigger
Polling
Try It
- Name
  Required
- StartDate
  Required
- User_id
  Required
- ActivityType_id
  Required
- EndDate
- Notes
- IsAllDay
- Location
- Phase_id
- Customer_id
Action
Write
- FirstName
  Required
- LastName
  Required
- Communicationtype_id
- Communication_value
- Customer_id
- Description
- JobTitle
Action
Write
- Invoice_id
  Required
- InvoiceStatus_id
  Required
Action
Write
- Name
  Required
- Customer_id
  Required
- ProjectOwner_id
  Required
- Description
- StartDate
- ProjectStatus_id
Action
Write
- Customer name
- Customer number
- Customer email address
Action
Search
- Number
Action
Search

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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About Severa

Lead your professional business in one software with Severa. Severa brings together CRM, work hour entries, projects and invoicing.

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Related categories

Project Management