EveryAction + OptinMonster

Create or update EveryAction contacts from new OptinMonster leads

Keep your contacts management streamlined and efficient. With this workflow, as soon as a new lead is captured in OptinMonster, the corresponding entry in EveryAction is instantly updated or created. This ensures your list stays up-to-date, helping you keep track of potential customers, and maintain real-time accuracy in your EveryAction database.

Keep your contacts management streamlined and efficient. With this workflow, as soon as a new lead is captured in OptinMonster, the corresponding entry in EveryAction is instantly updated or created. This ensures your list stays up-to-date, helping you keep track of potential customers, and maintain real-time accuracy in your EveryAction database.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    EveryActionEveryAction
    Create or Update Contact

    Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.

    ActionWrite
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Supported triggers and actions

    • VANID

    • External ID Type

    • External ID

    • Activist CodesRequired

    Action
    Write
    • VANID

    • External ID Type

    • External ID

    • TagRequired

    Action
    Write
    • VANID

    • Contact External ID Type

    • Contact External ID

    • DesignationRequired

    • Date ReceivedRequired

    • AmountRequired

    • Source Code

    • Payment MethodRequired

    • StatusRequired

    • Financial Batch

    • Direct Marketing Code

    • Notes

    • Online Reference Number

    • External Contribution ID Type

    • External Contribution ID

    Action
    Write
    • VANID

    • External ID Type

    • External ID

    • Survey QuestionsRequired

    Action
    Write
everyaction logo
everyaction logo

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.
Learn more

Related categories

  • Contact Management
optinmonster logo
optinmonster logo

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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