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.
- When this happens...New Lead
Triggers when a new lead is added to a campaign.
- automatically do this!Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
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CampaignRequired
Integration Display Name
Try ItVANID
External ID Type
External ID
Activist Codes
Survey Questions
VANID
External ID Type
External ID
VANID
External ID Type
External ID
NoteRequired
Note CategoryRequired
VANID
External ID Type
External ID
Activist CodesRequired
VANID
External ID Type
External ID
TagRequired
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
VANID
External ID Type
External ID
Survey QuestionsRequired