OptinMonster + Severa
Create activities in Severa for new leads from OptinMonster
Effortlessly manage your leads and streamline your sales process with this OptinMonster to Severa automation. When a new lead is captured in OptinMonster, this workflow instantly creates an activity in Severa, ensuring your team stays up to date on potential clients and opportunities. Focus on nurturing leads and closing deals instead of manually transferring data between platforms.
Effortlessly manage your leads and streamline your sales process with this OptinMonster to Severa automation. When a new lead is captured in OptinMonster, this workflow instantly creates an activity in Severa, ensuring your team stays up to date on potential clients and opportunities. Focus on nurturing leads and closing deals instead of manually transferring data between platforms.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create Activity
Creates a new Activity.
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CampaignRequired
Integration Display Name
Try ItProject Id
Try ItProject Status Id
Sales Status Id
Project Id
Try ItAddressRequired
Customer IdRequired
City
Postal Code
Phone
Is Billing Address
Is Postal Address
Is Visit Address
Country Id
Project Id
Try ItNew Project Is Created
Triggers when a new project is created.
Try ItNameRequired
Start DateRequired
User IdRequired
Activity Type IdRequired
End Date
Notes
Is All Day
Location
Phase Id
Customer Id
First NameRequired
Last NameRequired
Communicationtype Id
Communication Value
Customer Id
Description
Job Title
