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.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Lead Map
Maps new CRM lead unique-id with a GTR lead unique-id.
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involve.me FunnelRequired
Try ItNew Lead
Triggers when a new lead is created.
Try ItLead ID or Email AddressRequired
GTR Lead IDRequired
CRM Object IDRequired
message
New Advocate
Triggers when a new advocate is created.
Try ItAdvocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Advocate Email AddressRequired
Project
Project StageRequired
Fail on missing project stageRequired