OptinMonster + WIZniche

Create new WIZniche customers from new OptinMonster leads

Easily manage your leads with this efficient workflow that connects OptinMonster and WIZniche. When a new lead is captured in OptinMonster, a corresponding customer will be created in WIZniche seamlessly. Save time and keep your customer data organized with this simple yet powerful automation.

Easily manage your leads with this efficient workflow that connects OptinMonster and WIZniche. When a new lead is captured in OptinMonster, a corresponding customer will be created in WIZniche seamlessly. Save time and keep your customer data organized with this simple yet powerful automation.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    WIZnicheWIZniche
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

    • Email

    • Service Name

    • Date

    • First Name

    • Last Name

    • Customer Type

    • Street

    • Unit

    • City

    • Zipcode

    • State

    • Phone Number

    • Year Built

    • Foundation Type

    • Basement Type

    • Floor Plan

    • Building Type

    • Facility

    Action
    Write
    • Deal NameRequired

    • Customer NameRequired

    • Customer EmailRequired

    • Customer TypeRequired

    • Deal EmailRequired

    • Deal Phone

    • Service AddressRequired

    • Employee Email

    • StatusRequired

    • StageRequired

    • Opportunity ValueRequired

    • Via (opportunity source)Required

    • Description

    • Closing Date

    Action
    Write
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About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn more

Related categories

  • Forms & Surveys

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About WIZniche

WizNiche is a Business Service Management System tailored to small businesses. It integrates key business functions to streamline processes.

Related categories

  • Scheduling & Booking