LeadConnector + Referral Rock
Add new members to Referral Rock when pipeline stages change in LeadConnector
Increase efficiency within your sales workflow by connecting LeadConnector and Referral Rock. This automation streamlines your process by adding a member in Referral Rock every time there's a stage change in a pipeline within LeadConnector. Adopt this workflow to save time and reduce manual data entry, conveniently linking your lead management and referral program systems for optimized results.
Increase efficiency within your sales workflow by connecting LeadConnector and Referral Rock. This automation streamlines your process by adding a member in Referral Rock every time there's a stage change in a pipeline within LeadConnector. Adopt this workflow to save time and reduce manual data entry, conveniently linking your lead management and referral program systems for optimized results.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Member
Add a new member to a referral program.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
New Member
Triggers when a new member signs up.
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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
CampaignRequired
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)
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
New Referral
Triggers when a new referral is created.
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