Create new opportunities in LeadConnector from new referrals in Referral Rock
Boost your lead management process with our workflow that captures new referrals from Referral Rock and instantly updates or adds them as opportunities in the LeadConnector app. This seamless integration not only saves time but also enhances your lead nurturing and conversions by ensuring no opportunity slips through the cracks. Experience streamlined sales prospecting and customer relationship management like never before.
Boost your lead management process with our workflow that captures new referrals from Referral Rock and instantly updates or adds them as opportunities in the LeadConnector app. This seamless integration not only saves time but also enhances your lead nurturing and conversions by ensuring no opportunity slips through the cracks. Experience streamlined sales prospecting and customer relationship management like never before.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Member
Triggers when a new member signs up.
Try ItNew Reward
Triggers when a new reward is created.
Try ItUpdated Referral
Triggers when a referral is updated.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Contact TypeRequired
New Referral
Triggers when a new referral is created.
Try ItUpdated Member
Triggers when a member is updated.
Try ItProgramRequired
First NameRequired
EmailRequired
Last Name
Address Line
Address Line 2
Referral Code
Phone Number
Date of Birth
City
Country Subdivision
Country
Postal Code
Password
External Id
Disabled Flag
Custom Override URL
Custom Option 1 Name
Custom Option 1 Value
Custom Text 1 Name
Custom Text 1 Value
Custom Text 2 Name
Custom Text 2 Value
Send Registration Email
Payout Type
Payout Use Default Values
Payout Email
First NameRequired
Last Name
EmailRequired
Referral CodeRequired
Amount
Company Name
Phone Number
Note
Public Note
External Id
Preferred Form of Contact
Custom Option 1 Name
Custom Option 2 Name
Custom Text 1 Name
Custom Text 2 Name
Custom Text 3 Name
Custom Option 1 Value
Custom Option 2 Value
Custom Text 1 Value
Custom Text 2 Value
Custom Text 3 Value