Anasova + Levitate
Create or update Levitate contacts from new Anasova leads
Manage your new leads from Anasova more efficiently by adding or updating their information in your Levitate contact list with this process. Not a single lead will slip through your hands, ensuring top-notch client relationship management. Experience the seamless transition of leads from Anasova to Levitate, streamlining your business endeavors.
Manage your new leads from Anasova more efficiently by adding or updating their information in your Levitate contact list with this process. Not a single lead will slip through your hands, ensuring top-notch client relationship management. Experience the seamless transition of leads from Anasova to Levitate, streamlining your business endeavors.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers when a new lead is created.
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