OptinMonster + SALESENGINE.SE

Create new SALESENGINE.SE consumer records for fresh OptinMonster leads

Easily streamline your lead management process with this efficient workflow between OptinMonster and SALESENGINE.SE. When a new lead is generated in OptinMonster, this automation will create a corresponding SE Consumer Record in SALESENGINE.SE, ensuring all valuable prospect information is seamlessly transferred and organized. Focus on converting leads while this workflow takes care of the data management behind the scenes.

When this happens...
New Lead
Triggers when a new lead is added to a campaign.
TriggerInstant
automatically do this!
Create SE Consumer Record (Deprecated)
This function creates a Consumer Record in SE.
ActionWrite

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Supported triggers and actions

- CampaignRequired
- Integration Display Name
Trigger
Instant
Try It
- Consumer Status Updated ToRequired
Trigger
Polling
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Polling
Try It
- Workflow Added To:Required
Trigger
Polling
Try It
- Consumer Record IDRequired
- Consumer WorkflowRequired
Action
Write

- First NameRequired
- Middle Name
- Last NameRequired
- Email
- Phone
- StatusRequired
- Workflow
- TypeRequired
- Company NameRequired
- Stage
- Address
- Address 2
- City
- State
- Zip
- Country
- Website
- Birthdate
- Title
- Assistant
- Description
- Lead Source
- campaigns
- Record Owner
- Assigned to User
- Notes
Action
Write
- Partner Record IDRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Birthdate
- Status
- Workflow
- Partner type
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Description
- Website
- Opt Out
- Stage
- Title
- Assistant
- Lead Source
- Campaign
- Record Accepted Date
- Record Owner
- Assigned to User
Action
Write

- Consumer Record IDRequired
- First Name
- Last Name
- Email
- Phone
- SE Record Type
- SE Record Status
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Opt Out
- Home Value
- Mortgaged Owed
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Stage
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Alt Relationship
Action
Write
- Search ByRequired
- Search ConsumerRequired
Action
Search

- Consumer WorkflowRequired
Trigger
Polling
Try It
- Partner Status Updated ToRequired
Trigger
Polling
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Polling
Try It
- Consumer Record IDRequired
- Status To Change ToRequired
Action
Write
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead SourceRequired
- SE Campaign
- Workflow
- LDN
- First NameRequired
- Last NameRequired
- Address 1Required
- Address 2
- CityRequired
- State
- ZipRequired
- PhoneRequired
- EmailRequired
- AgeRequired
- Home Value
- Mortgaged Owed
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Home Value
- Mortgaged Owed
- Notes
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Stage
- Alt Relationship
Action
Write
- Partner Record IDRequired
- Partner Workflow
Action
Write
- Partner Record IDRequired
- Status To Change ToRequired
Action
Write
- Search ByRequired
- Search PartnerRequired
Action
Search