1.Detect new sale event
Integrate FanBasis and analytics tools to catch the new sale event and pull the purchaser payload to start processing.
Create client record and pipeline entry from sale
Automatically monitor new sale events across FanBasis and CRM tooling. Create and update contacts, create and update pipeline opportunities, and enroll purchasers in onboarding campaignsβso you can act on sales intake without manual intake paperwork.
How this automation builds client records from sales
When sale events arrive but CRM intake is handled manually, contacts and opportunities can go missing and onboarding delays the customer journey. This automation monitors FanBasis sale events and updates your CRM by adding contacts, creating opportunities, and enrolling purchasers in onboarding campaignsβso your team can act immediately.
FanBasisor swap with your favorite app
2.Add or update contact
Integrate LeadConnector and CRM mapping tools to create or update contact records by matching email and setting lead flags.
LeadConnectoror swap with your favorite app
3.Add or update opportunity
Integrate LeadConnector and pipeline tools to add or update opportunities, assign pipeline and stage, and attach the contact reference.
4.Enroll contact in campaign
Integrate LeadConnector and onboarding workflow tools to add the contact to the configured onboarding campaign for form and sequence delivery.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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