Get The Referral + GoCanvas
Create lead maps in Get The Referral from new GoCanvas submissions for improved organization
Easily streamline your lead tracking process with this efficient workflow. When a new submission is received in the GoCanvas app, this automation will create a Lead Map in the Get The Referral app, saving you valuable time and ensuring seamless lead management. Watch your leads map out effortlessly, and focus on nurturing them for your business' success.
Easily streamline your lead tracking process with this efficient workflow. When a new submission is received in the GoCanvas app, this automation will create a Lead Map in the Get The Referral app, saving you valuable time and ensuring seamless lead management. Watch your leads map out effortlessly, and focus on nurturing them for your business' success.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Lead Map
Maps new CRM lead unique-id with a GTR lead unique-id.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
New Advocate
Triggers when a new advocate is created.
Try ItAdvocate ID or Email AddressRequired
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
New Lead
Triggers when a new lead is created.
Try ItLead ID or Email AddressRequired
