Gift Up! + LeadConnector

Create and manage LeadConnector opportunities from new Gift Up! orders

Streamline your sales process with this efficient workflow. When a new order is received in the Gift Up! app, a corresponding opportunity is created or updated in LeadConnector. This process ensures all sales prospects are tracked accurately and effectively, enhancing your revenue management.

When this happens...
New Order
Trigger when a new order is placed.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- Test ModeRequired
Trigger
Instant
Try It
- Test ModeRequired
Trigger
Instant
Try It
- QuantityRequired
- Name
- Item
- Gift Card Code
- PriceRequired
- ValueRequired
- Order revenue
- Purchaser EmailRequired
- Purchaser NameRequired
- Recipient Name
- Recipient Email
- Message
- Scheduled For
- Disable All Emails
- Order Date
- Test ModeRequired
Action
Write
- CodeRequired
- Test ModeRequired
Action
Search
- First 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
Action
Write

- 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)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Test ModeRequired
Trigger
Instant
Try It
- Test ModeRequired
Trigger
Instant
Try It
- CodeRequired
- AmountRequired
- Test ModeRequired
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write