Anedot + LeadConnector
Create new LeadConnector opportunities from completed Anedot donations
Elevate your fundraising experience with this simple workflow. When a donation is completed in Anedot, it simultaneously updates or creates an opportunity in LeadConnector. This process streamlines your data management, ensuring no donation goes unnoticed, and keeps your records up-to-date in real time. This reliable automation can strengthen donor relationships, improve tracking efficiency, and enhance overall fundraising efforts.
Elevate your fundraising experience with this simple workflow. When a donation is completed in Anedot, it simultaneously updates or creates an opportunity in LeadConnector. This process streamlines your data management, ensuring no donation goes unnoticed, and keeps your records up-to-date in real time. This reliable automation can strengthen donor relationships, improve tracking efficiency, and enhance overall fundraising efforts.
- When this happens...AP Donation Completed
Triggers when an Action Page donation is completed.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Account UIDRequired
Action Page ID
Try ItAccount UIDRequired
Action Page ID
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Account UIDRequired
Action Page ID
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
