Get The Referral + involve.me

Map new completed involve.me submissions to Get The Referral lead maps for seamless management

Effortlessly streamline your lead management process with this workflow that connects involve.me and Get The Referral. When a user submits a completed form on involve.me, their details are instantly sent to Get The Referral's Lead Map, ensuring you always have the most up-to-date information on your leads and helping you stay organized. Boost your productivity and stay one step ahead with this seamless integration.

Effortlessly streamline your lead management process with this workflow that connects involve.me and Get The Referral. When a user submits a completed form on involve.me, their details are instantly sent to Get The Referral's Lead Map, ensuring you always have the most up-to-date information on your leads and helping you stay organized. Boost your productivity and stay one step ahead with this seamless integration.

  1. When this happens...
    involve.meinvolve.me
    New Completed Submission

    Triggers when a participant completes a submission in your funnel.

    TriggerInstant
  2. automatically do this!
    Get The ReferralGet The Referral
    Lead Map

    Maps new CRM lead unique-id with a GTR lead unique-id.

    ActionWrite
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Supported triggers and actions

    • Advocate ID or Email AddressRequired

    Action
    Write
    • Lead IDRequired

    • New Lead StatusRequired

    Action
    Write
    • Advocate Email AddressRequired

    • Project

    • Project StageRequired

    • Fail on missing project stageRequired

    Action
    Write
get-the-referral logo
get-the-referral logo

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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involveme logo
involveme logo

About involve.me

involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier